Equity markets started 2024 like they ended 2023, with global equities (as measured by MSCI ACWI) returning 8.7% in the first quarter. This has been led once again by the US, followed closely by Japanese equities which have continued their recovery to end the quarter as the second best performer. All other equity regions registered […]
Q1 Investment Update – Reap the Rewards Read More »
Close your eyes and try to remember what your life was like 20 years ago. I guess that much has changed for you in that time and all of us probably have key things that we can point to that made a huge difference to our lives. For some it will be a death, a
Flashback to a simpler time Read More »
On December 12th 1953,Chuck Yeager, the first man to break the sound barrier, was trying to regain his speed record by flying at more than twice the speed of sound. His previous record had been beaten by a US Navy pilot just three weeks earlier, Yeager (a US Airforce pilot) was determined to beat the Navy’s new record
Masterful Inactivity Read More »
On December 12th 1953,Chuck Yeager, the first man to break the sound barrier, was trying to regain his speed record by flying at more than twice the speed of sound. His previous record had been beaten by a US Navy pilot just three weeks earlier, Yeager (a US Airforce pilot) was determined to beat the Navy’s new record
Masterful Inactivity Read More »
Christmas came early for investors as a Santa rally in equity markets through November and December in particular, left investors with much to cheer. The MSCI ACWI index (which represents 98% of the investable stock market universe globally) finished the year 15% higher than where it began. There was also, finally, good news for bond
Q4 Investment Update – Santa Rally Read More »
We help Phoenix staff members at all stages of their career. Today we are going to talk about those who are going to be leaving Phoenix this year, to retire. We have been helping people with this transition for nearly 25 year and so have some experience at this (more than most people who do
The most flexible form of inheritancce tax planning, is a one-off time bound opportunity that you can’t control but can prepare for.
The best kept tax secret Read More »
Buy to let property has been one of the main tools that people in the UK have used to build a bit of extra growth over the last 30 years, as there has been a property price boom. This has created a shortage of affordable properties for young people to buy and has led the
Buy to let – is is worth it? Read More »
For a long time, we at Altor, have been big fans of the ‘Save More Tomorrow’ concept. It was developed by the behavioural economists Richard Thaler and Shlomo Benartzi 25 plus years ago and it has gone on to help millions of Americans save more into pensions in a painless way. It works by asking
Save More Tomorrow? Read More »
Chicago is the third most populated city in the US, after New York and Los Angeles. And it has a big money problem. Currently the Windy City has $10 billion of assets and $41 billion of liabilities. To clear the debt, every taxpayer would have to pay the city $41,900 and that isn’t going to
The best and worst investment ever? Read More »
