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AES International Wealth Management & Employee Benefits Blog

You Ask, We Answer

Answering your questions... to help you feel relieved, confident, empowered – and good about your wealth.

Blog Feature

Investment | Financial Planning

Finally! Researchers explain why we go out of our way to save on everyday expenses. [But not on big things like investments].

By: Robin Powell
November 21st, 2019

Guest post from Robin Powell of The Evidence-Based Investor blog...

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Investment | Pensions | Financial Planning

Retiring early in 1957 vs today

By: Sam Instone
November 20th, 2019

Piggy-backing off my previous early retirement blog

I’m taking a trip down memory lane to see what early retirement was like back in the day.

Want to see more?

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Blog Feature

Investment | Financial Planning

The markets have returned 214% over 10 years. How has your portfolio performed?

By: Sam Instone
November 15th, 2019

One afternoon, I received a message from an investor on LinkedIn.

He was concerned that his portfolio wasn't performing.

He didn't understand why, considering his investments were "capital guaranteed" and "inflation beating".

Could he have been sold a typically risky investment?

One that you, as an expat investor, might have been sold too?

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Blog Feature

Financial Planning

5 of the simplest, most tax-efficient ways to distribute wealth to your family

By: Stuart Ritchie
November 13th, 2019

I deal with a lot of investors who not only want help to grow and preserve their wealth...

But distribute it to their families too.

The latter part of financial planning is particularly important as family wealth can drastically decline across generations.

In fact, many family fortunes rarely make it to the third generation.

Which means your wealth most likely won't reach your grandchildren.

But that's only if you don't plan properly.

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Investment | Financial Planning | Financial Education

How the ground-breaking technology of Dimensional Funds is the future of investing

By: Sam Instone
November 6th, 2019

Science has changed every aspect of our lives...

Including how we communicate, travel, shop and even invest.

And the technology keeps improving.

In the financial world, those who don't keep up, often fall behind.

And sell their clients short.

Here's why.

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Blog Feature

Investment | Financial Planning | Financial Education

4 of the most burning questions we're asked every single day

By: Stuart Ritchie
October 24th, 2019

We all know there's a lot of uncertainty in the world.

Events like Brexit and the US-China trade war have affected economies and markets which, in turn, have created panicked investors.

Almost daily, we're asked the same questions.

In case, you have similar concerns of your own...

Here are the answers to help put your mind at ease.

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Blog Feature

Investment | Financial Planning

The fall of the ‘Woodford’ fund – and what it means for your money

By: Stuart Ritchie
October 16th, 2019

That’s it.

The end of one of the UK's most well-known ‘star manager’ funds is nigh.

Back in June, Woodford’s Equity Income fund was closed to withdrawals.

The goal was to sell off the least liquid parts, and re-open at a later date.

But yesterday, the decision was made.

The fund will shut down, permanently.

The vast number of retail investors will not get any money back until mid-January.

(At the earliest.)

So, what happens now?

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Blog Feature

Investment | Financial Planning | Financial Education

This Harvard expert shares the secret to living richly (and it's the simplest thing you'll see today)

By: Sam Instone
October 3rd, 2019

A few years ago, a U.S. Admiral delivered one of the most inspiring speeches of the decade.

He shared the important lessons he learned in the navy and one which he believed is most important... 

Making your bed.

His message spread like wildfire and it's something that still resonates with me today...

Here's why.

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