Financial planning Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/financial-planning/ North Devon's Leading Wealth Managers Mon, 05 Feb 2024 11:51:20 +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 Financial planning Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/financial-planning/ 32 32 Economic ups and downs https://www.miltonpj.net/2024/01/25/economic-ups-and-downs-inflation-increase/ Thu, 25 Jan 2024 10:00:00 +0000 https://www.miltonpj.net/?p=11030 Just as we think things have brightened, out comes the inflation figure at 4% versus the expected 3.9%. That was blamed on tobacco and alcohol – the latter also as duty rose on wine last autumn, based on alcohol strengths. It is as if the government doesn’t realise that increasing taxes on products increases inflation… […]

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]]> Are you saving your money with a bit of savvy? https://www.miltonpj.net/2024/01/24/savers-missing-out-on-billions-in-cash/ Wed, 24 Jan 2024 10:00:00 +0000 https://www.miltonpj.net/?p=11054 Did you know that savers in the UK have missed out on a combined total of £6.9billion in returns from their savings in 2023? Recent Bank of England data has shown that on average UK adults held some £235bn in current accounts that do not pay any interest. Consumer finance website Money Age reported that […]

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]]> Bitcoin (just don’t!) and serious salary sizes https://www.miltonpj.net/2024/01/17/bitcoin-just-dont-and-serious-salary-sizes/ Wed, 17 Jan 2024 10:00:00 +0000 https://www.miltonpj.net/?p=11051 Regular readers will know our views on Bitcoin and cryptocurrencies – a ‘Ponzi’ scheme not backed up by anything tangible and a lesson in losing money waiting to happen for some investors. Nonetheless, it seems the Securities and Exchange Commission, which oversees and regulates the securities markets and protects investors in the US, has seen […]

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]]> Financial predictions for 2024? https://www.miltonpj.net/2024/01/15/financial-prediction-for-2024/ Mon, 15 Jan 2024 10:00:00 +0000 https://www.miltonpj.net/?p=11016 Ominous Bitcoin So the SEC has approved 11 ETFs which invest in Bitcoin. First of all, don’t worry – we shan’t be buying them. Bitcoin is not an ‘asset’ and has nebulous, proven legitimate value and use. This ‘development’ is added to the latest speculative explosion about ‘AI’ (which of course has myriad applications and […]

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]]> Good news to start 2024 https://www.miltonpj.net/2024/01/05/good-market-news-to-start-2024/ Fri, 05 Jan 2024 10:00:55 +0000 https://www.miltonpj.net/?p=11008 A welcome piece of good news on the last trading day of 2023 – Lonfin, a long-term holding of ours (albeit small overall), has announced that its key connected party, Western Selection, is making a significant cash repayment to shareholders, including Lonfin. This is our 16th piece of positive corporate news in 2023 affecting closed-ended […]

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]]> Inflation drops more than expected for New Year https://www.miltonpj.net/2024/01/03/inflation-drops-more-than-expected-for-new-year/ Wed, 03 Jan 2024 10:00:00 +0000 https://www.miltonpj.net/?p=11048 Inflation has fallen more sharply and sooner than expected, as 2023 gives way to 2024. It fell to 3.9% in the year to November, dropping more than anticipated from 4.9% in October, according to the latest data from the Office for National Statistics (ONS). Consumer prices index (CPI) inflation has now fallen by nearly 7%, […]

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]]> Inflation drops sharply https://www.miltonpj.net/2024/01/01/inflation-drops-sharply-to-end-2023/ Mon, 01 Jan 2024 13:10:06 +0000 https://www.miltonpj.net/?p=10993 I hope that you have had a good Christmas break. Ours was very busy, with lots of friends and relatives with us but a privilege to be able to host them. We shall look forward to a rest afterwards! Before anything else, here are real hopes for a lovely, happy, prosperous, peaceful and healthy 2024 […]

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]]> Happy markets and a Merry Christmas https://www.miltonpj.net/2023/12/20/merry-christmas-and-buoyant-markets/ Wed, 20 Dec 2023 10:00:00 +0000 https://www.miltonpj.net/?p=11045 We’d like to wish all the readers of this column a very Merry Christmas and hope you are able to look forward to a positive New Year. The markets in fact are proving quite buoyant and we (and our clients of course) have seen some good increases in several of our core holdings. As of […]

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]]> Encouraging end to a volatile 2023 https://www.miltonpj.net/2023/12/19/encouraging-end-to-volatile-2023/ Tue, 19 Dec 2023 10:00:00 +0000 https://www.miltonpj.net/?p=10986 Well, a nice Christmas Present of buoyant markets and some grand increases for several of our core holdings. Indeed, even today at the time of writing, of the FTSE350, of the major movers upwards to greet the morning, we have 11 of the strongest 12 – that must be a record for us… there is […]

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]]> ‘Santa Rally’ on investments points to a more positive Christmas https://www.miltonpj.net/2023/12/13/will-markets-see-a-santa-rally-for-christmas/ Wed, 13 Dec 2023 10:00:00 +0000 https://www.miltonpj.net/?p=11042 There is hope an early ‘Santa Rally’ for the markets and investments will continue as we roll on towards Christmas. This has been covered in our recent ‘eshot’ to clients and interested parties (if you’d like to sign up, please do get in touch) but we thought it wouldn’t hurt to cover a little in […]

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