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Tag Archives: investment advisor

Investment Planning – “When Cash Beats a Portfolio”

By John Lang | Published: September 24, 2011
I am glad to be part of Matthew Vincent's comment piece "When Cash Beats a Portfolio" in Saturdays FT on 24 September 2011.....Is there any financial advisor out there that would pay over 2% per annum for a well diversified risk benchmarked portfolio never mind one that has a less than 50% chance of beating cash over the longer term? If the answer is no then I don't see why clients should be "advised" (read "sold") into such portfolios.
Posted in Blog, Investment Planning | Also tagged , | Comments closed

Investment Planning – The ETF Tax Sting

By John Lang | Published: July 18, 2010
Exchange Traded Funds (ETFs) are a low cost and increasingly popular way of investing in the markets but potentially come with a tax sting unless they have reporting or distributor status.
Posted in Blog, Investments | Also tagged , | Comments closed