finance Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/finance/ North Devon's Leading Wealth Managers Tue, 15 Aug 2023 14:11:25 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png finance Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/finance/ 32 32 Anniversary time and awkward markets https://www.miltonpj.net/2023/08/15/anniversary-time-and-awkward-markets/ Tue, 15 Aug 2023 14:11:23 +0000 https://www.miltonpj.net/?p=10798 Am not sure if I should be feeling old or not… am just passing the 38th anniversary of when for the first time I was sitting at my desk in the small office in my parents’ home in Georgeham, the first day of my business after I had given-up a promising career in mainstream banking […]

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]]> Investment returns and falls https://www.miltonpj.net/2023/06/01/investment-returns-and-falls/ Thu, 01 Jun 2023 16:30:00 +0000 https://www.miltonpj.net/?p=10678 North Devon Business Awards We were delighted to be the main sponsor again for Business Action’s North Devon Business Awards. Well done to Rob Zarywacz and team for a great event and all that volunteer help in assimilating all the applicants and judging them too. Every applicant was a worthy contender but well done to […]

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]]> Government turnaround and market opportunities https://www.miltonpj.net/2022/10/05/turnaround-and-market-opportunity/ Wed, 05 Oct 2022 16:09:55 +0000 https://www.miltonpj.net/?p=10299 Well, economics and turnarounds where the Government would be lambasted whatever it did. However, the reversal of the 5% tax cut is purely political as the suggested £0.6-£2billion it raises is a tiny sum of the total tax take HMRC collected last year of £716billion. As an economist and not a politician speaking, I still […]

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]]> How will the Mini Budget affect your finances? https://www.miltonpj.net/2022/09/28/how-will-the-mini-budget-affect-your-finances/ Wed, 28 Sep 2022 15:11:07 +0000 https://www.miltonpj.net/?p=10265 Markets? We are holding our own reasonably though Mini Budget week was savage and the negativity is continuing. Our hedging Dollar assets rose in Sterling terms and so many ‘value’ equities now are exceedingly attractive, with high dividend incomes. Do we trim some of our Defensive Dollar-based assets now? Growth areas were hit hardest – […]

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]]> Is crypto about to crash and burn? https://www.miltonpj.net/2022/07/08/cryptocurrency-crash-and-burn-fear/ Fri, 08 Jul 2022 12:12:21 +0000 https://www.miltonpj.net/?p=10190 Is it Armageddon for the cryptocurrency market? Recent headlines have shouted that more than $2trillion (yes, trillion!) has been wiped off the value of the overall crypto market following a crash since its high of November last year. Remember, these things are not regulated. That means there are no enforceable rules or protections and as […]

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]]> What is it we actually do? https://www.miltonpj.net/2022/06/14/what-does-a-chartered-wealth-management-company-do/ Tue, 14 Jun 2022 11:15:24 +0000 https://www.miltonpj.net/?p=10176 Some industries appear shrouded in mystery to the public at large and ‘what is it you actually do?’ is a common question we hear as a chartered wealth management company – as no doubt do many others in various professions. We offer various services, but the biggest by some margin is looking after the wealth […]

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]]> Blue Planet Investment Trust letter – don’t worry https://www.miltonpj.net/2022/06/09/blue-planet-investment-trust-letter/ Thu, 09 Jun 2022 14:24:20 +0000 https://www.miltonpj.net/?p=10166 A number of clients have received an astonishing letter from Blue Planet Investment Trust today. I wanted to assure clients that they have to do nothing as a consequence of its receipt but I shall be sending a full letter to everyone next week. There is absolutely no ‘urgency’ to do anything and all your […]

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]]> Tech worm takes a bite of Apple as market volatility continues https://www.miltonpj.net/2022/05/23/market-volatility-affects-tech-giant-apple/ Mon, 23 May 2022 16:00:25 +0000 https://www.miltonpj.net/?p=10155 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. The […]

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]]> Wobbling markets and avoid the inheritance trap https://www.miltonpj.net/2022/05/11/financial-markets-wobble-tech-stocks/ Wed, 11 May 2022 16:35:40 +0000 https://www.miltonpj.net/?p=10151 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 and […]

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]]> High tide for overinflated tech bubble? https://www.miltonpj.net/2022/05/04/high-tide-for-overinflated-tech-bubble/ Wed, 04 May 2022 15:28:57 +0000 https://www.miltonpj.net/?p=10141 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 assets […]

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