Rory Dorman, Partner and Senior Wealth Manager at MASECO, shines a proverbial spotlight on the Roth IRA and shares why he is such a fan of this particular tax-wrapper. In his article, Rory discusses the basic mechanics, numbers and less likely known key nuances of the Roth IRA. In his words, 'what's not to love'.
James Sellon, Co-Founder of MASECO, discusses in his recent article that although there are a myriad of factors taken into account by professional and non-professional investors when narrowing the odds of making a good investment decision, more weight is generally put on recent past performance as a guide to future performance.
Henry Findlater, Partner and Senior Wealth Manager at MASECO, offers his thoughts on pensions, cash, children and gifting, for those planning on conducting a financial planning 'Spring clean' as we start a new UK tax year.
Hot on the heels of my “soft” blog about the importance of financial planning I thought I would post an investment related blog by Clifford Asness (Co- Founder of AQR Capital Management) ‘Cliff’s Perspective – The Long Run Is Lying to You – March 2021’ which dissects past return
Roth Individual Retirement Accounts ‘Roth IRAs’ are often an integral part of a retirement planning strategy. However, despite being quite common, many people are unaware of just how powerful these accounts can be.