• General

    Investment Management – Put More Smart Cash in Your Future

    The stock market is a dynamic place where investors can consistently make reasonable returns on their capital if they comply with the basic principles of the endeavor and if they don’t measure their progress too frequently against irrelevant indices. The income securities market is most often a less dynamic place where investors can consistently make reasonable returns on their capital if they understand the basic principles of the endeavor and if they focus steadfastly on the income produced by their holdings. Securities markets are truly fascinating— replete with promise, mystery, and unscripted daily drama. But individual investors are even more interesting. We’ve become media driven creatures that must have reasons,…

  • General

    Investment Management for Trusts – Trustee Responsibilities

    This information is aimed at professional trustees, such as solicitors and accountants, as well as unpaid trustees (such as friends and family). It may also be of use to those who have an interest in a trust, such as beneficiaries. The Trustee Act 2000 is important as it removed the restrictions placed on many trusts by previous legislation, and also imposed a statutory duty of care on trustees which must be taken into account when making investment decisions. What are the main provisions of the Trustee Act 2000? The Act applies to England and Wales, and separate legislation exists in Scotland. The main provisions allowed for the modernisation of the…