Quarterly Private Client Newsletter: December 2013

Enclosed below is a link to the final edition of the year of our Private Client Newsletter.  This includes the very exciting news that we have recently been short-listed for another Money Marketing Award – the second time in three years.  This time it is for Best Use of Technology by an Adviser for our leading INTELLIGENT WEALTH MAP™ financial planning tool and Titanium investment reports – both of which were launched earlier this year.  The Money Marketing Awards are among the most prestigious in the industry and are national awards now in their 24th year.  We are very excited to be in very distinguished company once again.

 

We also include some of the more notable points from a relatively uneventful Autumn Statement from George Osborne last week.  It particularly affects anyone who moved out of a property and started renting it out – if you fall into this camp I urge you to read it and get in touch if you have any questions.

 

Finally, we include a piece that we feel is very topical at the moment: our Six Rules of Asset Bubbles.  It seems you can’t pick up a financial publication these days without someone trying to point out a potential bubble.  We offer some guidance based on behavioural and market knowledge which hopefully will help you spot the real ones.

 

 December 2013 KBWM Private Client Newsletter

 

We wish all our clients and their families a great Christmas and a very successful 2014.