North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us

Tech worm takes a bite of Apple as market volatility continues

  • 23rd May 2022 23rd May 2022 By Philip J Milton & Company Plc
  • Philip's Comments
A caterpillar about to eat an apple
Downside volatility continues and the biggest and previously brightest names are the most afflicted. Apple has fallen and now overtaken again by Saudi Arabia’s Aramco Oil as the biggest global company (and its profits surged over 80% in the last quarter).Perhaps Apple and its owners are being reminded of Sir Isaac Newton’s gravity lessons....

Wobbling markets and avoid the inheritance trap

  • 11th May 2022 11th May 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Market slump graph line
The markets are deciding to have yet another wobble. The tech-based Nasdaq is now down 25% from its high and all those relying upon its major components for their cheap global tracker funds are beginning to realise that that’s not such a good idea after all when ‘all’ the tech stocks unravel so significantly...

High tide for overinflated tech bubble?

  • 4th May 2022 4th May 2022 By Philip J Milton & Company Plc
  • Philip's Comments
I shall make a prediction now. Elon Musk’s bid for Twitter may well be looked-back-upon as the pinnacle of the excesses of the ‘tech’ bubble (and after the Nasdaq indices have suffered their worst ever month). Of course, as usual it will only be time which tells but we are still enjoying seriously cheap...

Shocking decisions, market musings and some passion

  • 22nd April 2022 22nd April 2022 By Philip J Milton & Company Plc
  • Philip's Comments
People jumping at sunset
So what on earth did Barclays do… It sold $15billion more of an investment product than the US SEC had authorised. So it had to cancel some and as a consequence, it cost the Bank £450million.Not unsurprisingly, but the share price has been hit and confidence shattered – who on earth was monitoring this? It...

The tax year is over! And why you really need good advice

  • 8th April 2022 8th April 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Accountant panicking behind pile of paper
Well, April 5 has happened and year-end investment reports will be produced now. We were manically busy in the run-up to the tax-year end but some people still missed the deadlines for Pensions and ISAs, people who are really in the ‘must use’ camp. We do try!We also had considerable funds ready for applications...

Mixed news and some good PJM investments

  • 28th March 2022 28th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Man holding a smiling face emoticon
What odd financial news. The US Treasury comments on interest rates sent 10-year Treasuries to the highest yields and lowest capital values since 2019, another nail in the coffin of ludicrously high pension transfer values for those with deferred benefits in such schemes. Soon we shall indeed be able to say ‘November 2021 saw...

Some good news, heavy metal debts and China syndrome

  • 21st March 2022 21st March 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Amongst all the bad news, you may not have noticed a smidgen of positive news. President Recep Tayyip Erdogan said ‘Turkey and Israel have reached a ‘turning point’ in their relationship with greater trade and energy co-operation in the interest of regional peace’. Israeli President Isaac Herzog visited Ankara, the first such trip for a...

Ukraine and what it means for the markets

  • 14th March 2022 14th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Protest manifestation against war in Ukraine on Republic Square of Paris on aug. 02. 2014 in Paris, France.
Good afternoon and what a beautiful spring day. Things are no better in relation to Ukraine but we must never give up on hope. Maybe for the first time ever the capacity of the ‘rest of the world’ to invoke sanctions will actually work and especially as finances are so intertwined these days.What the...

Markets – Important

  • 9th March 2022 9th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Market Updat

Shocking situation in the Ukraine

  • 1st March 2022 9th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments

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Recent Posts
  • Tech worm takes a bite of Apple as market volatility continues
  • Wobbling markets and avoid the inheritance trap
  • High tide for overinflated tech bubble?
  • It’s never too late – until it is
  • Shocking decisions, market musings and some passion
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Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

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Philip J Milton & Company Plc

Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

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