Tag: Investment Management

Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification

Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification Investing can seem daunting at times for those that are just starting out. There are several concepts that need to be mastered to comprehend [...]

By |2021-02-19T22:59:03+00:00February 19th, 2021|Investing, Women of Clarity, Women Of Clarity|Comments Off on Portfolio Basics: Asset Allocation, Time Horizon, Risk Tolerance and Diversification

Quarterly Review – Fourth Quarter 2020

We would like to first acknowledge and offer our heartfelt condolences and thoughts to those that lost loved ones or suffered economic hardship during this ongoing pandemic. It was a year like no other. Winston Churchill once said, “If you [...]

By |2021-01-26T16:58:47+00:00January 26th, 2021|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2020

The Importance of U.S. Listed, UK Reporting Funds for U.S. Taxpayers in the UK

U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and UK tax laws on their investment portfolio. From a U.S. tax perspective, it is essential to invest using U.S. listed investments to avoid the complicated and tax costly U.S. passive foreign investment company (PFIC) tax regime. On the UK tax side, the HMRC reporting fund regulations further restricts tax-efficient options for U.S. taxpayers who are also UK tax residents.

By |2020-11-05T17:34:59+00:00November 5th, 2020|Whitepapers|0 Comments

Quarterly Review – Second Quarter 2020

First, we hope you and your family are happy, healthy and enjoying some return to normal life. We have all come very far since the onset of the pandemic and our collective strength and resolve to continue safe habits [...]

By |2020-10-22T13:23:28+00:00July 23rd, 2020|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2020

Our Economic Masks

After several months of sheltering in place, you may have begun to venture out in these early stages of the “re-opening”.  Knowing the virus is still out there, you covered your face with a mask, put [...]

By |2020-05-20T16:33:36+00:00May 18th, 2020|Blog|0 Comments

Quarterly Review – First Quarter 2020

First and foremost, we hope you and your families are safe and healthy. These are indeed unprecedented times and unprecedented actions are being taken to combat the societal and economic impact of the COVID-19 pandemic. As people across the [...]

By |2020-05-01T17:16:57+00:00April 20th, 2020|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2020

Coronavirus: Economy and Capital Markets

Providing an update on Round Table’s market outlook, Chief Investment Officer Robert Davis provides hope and clarity in our anxious times. Click below to listen to our latest podcast addressing the economy and capital markets in light of the [...]

By |2020-03-23T20:13:09+00:00March 22nd, 2020|Podcasts|Comments Off on Coronavirus: Economy and Capital Markets