22nd Apr 2021 by Rory Dorman, ACA

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'. 

16th Apr 2021 by James Sellon, CFA, CFP™

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.

14th Apr 2021 by Henry Findlater

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. 

07th Apr 2021 by Tor Flonaes

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

26th Mar 2021 by Mark Scher

The financial press has been discussing the ‘reflation trade’ over the past couple of months. But what exactly does this mean?

26th Mar 2021 by Ashley Scher

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.

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