Investment

What next for pension transfers?

What next for pension transfers?

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PHUKET: In 2006, following an EU ruling on the free movement of capital, the UK introduced Qualifying Recognised Overseas Pension Schemes (QROPS), which allowed Britons to transfer their UK pensions overseas. It has been a very popular piece of legislation. According to the HMRC, 110,000 expats have taken advantage of […]

Market pullback nothing to worry about

Market pullback nothing to worry about

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PHUKET: As of late March, US stocks appear to be cooling after strong gains since the US elections. Over the next 1-3 months, I expect further market consolidation with a pullback by major market indices to the 50-day moving averages level being a real possibility. The Dow Jones could fall […]

What interest rate hikes mean for investors

What interest rate hikes mean for investors

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PHUKET: Early last month, the US Federal Reserve raised interest rates, with the market largely ignoring the long-expected move. With at least a couple of more rate increases expected in the near future, I would still not expect the market to suddenly turn bearish. If the Fed thought the US […]

Death and Taxes – The final cut

Death and Taxes – The final cut

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PHUKET: Benjamin Franklin once wrote that only two things in life were certain, death and taxes, but what happens if death and taxes occur simultaneously? Although it should be the foundation on which all other financial planning is built, many people fail to plan for death, and for the sometimes […]

Securing your financial future

Securing your financial future

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PHUKET: It really doesn’t matter if you make a little money or tonnes. If you can’t master this very important step you will never achieve financial freedom. It sounds all too simple in theory, yet in practice so many people have trouble staying disciplined. The step I am referring to […]

Key areas investors must watch out for

Key areas investors must watch out for

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PHUKET: Trump has been in office less than a month and already some of his most strident critics are acting as if it’s the end of the world. However, what investors need to remember is the fact that Trump faces an extremely hostile national/Washington DC press along with plenty of […]

Getting personal with portfolio bonds

Getting personal with portfolio bonds

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PHUKET: The strengthening US dollar vis-à-vis most global currencies – especially in Asia – has made many expatriates begin to question the strategy of investing in the country where they live. It is not only the currency risk which concerns people, but also the fact that some countries have begun […]

Grab the ‘bull’ by the horns

Grab the ‘bull’ by the horns

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PHUKET: Many times in life it can seem like things completely spiral out of your control, and this can leave us feeling helpless. I have seen this happen not only numerous times with decisions my clients have made, but have made the exact same mistakes in my own investments. One […]

Markets favor active selection

Markets favor active selection

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PHUKET: There is value in having an active stock selector as your money manager – especially right now when individual stocks are starting to break out and the market is favoring them over passive investment. Consider some of the following stocks that are in my watch list and portfolios as […]

A good time to invest in Phuket

A good time to invest in Phuket

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PHUKET: I am asked so often about Phuket real estate that I find it a good topic to address from time to time. Of course, there are legal hurdles to consider, but I will leave that aside for today and focus simply on the issue of timing. Is now a […]