Is it Better to Take or Invest a Sudden Windfall?

A significant proportion of proper financial management involves planning well in advance. This can make sudden windfalls of cash a major confounding issue. Should you suddenly find yourself the recipient of a large influx of cash, through inheritance, lottery win, or any other means, what would be the best way to manage it?

The Source can Dictate the Direction

Before deciding on a direction, you need to take into account the profound effect an event will have for those around you. In some cases, like an unexpected successful investment, these earnings can usually be safely cordoned off as yours.

In … Continue Reading

How Will the World of Banking Change with Digital Technology?

Aside from some changes here and there, the world of banking has remained much the same for years. We tied our currencies to the gold standard and later stopped doing this, the US and UK introduced the Bretton Woods System, the US went through Nixon Shock and the UK through decimalization, how we’ve looked at money has generally been the same. But changes in the past few years have already catapulted us towards a future that has a different relationship with finance. From the growth of digital payment methods and the reliance on contactless and paying through our phones to the rise of cryptocurrency and … Continue Reading

Retirement Planning: 7 Essential Things to Consider

Retirement Planning: 7 Essential Things to Consider

Seven Important Tips for Future Pensioners

Achieving financial security after retirement requires proper planning and money. Typically, US pensioners have an average life expectancy of 79 years. For those born after 1960, the retirement age is set at 67, irrespective of their gender. You can start getting a pension at the age of 62, but you will receive 20% less in this case. Therefore, you should take care of your pension well in advance and make a habit of saving money. Similarly, you can buy college papers and save your … Continue Reading

Amazon Stock Watchers Should Keep an Eye on the Pentagon


Donald Trump does not conduct the business of government in a conventional manner. Whatever you think of the 45th President of the United States, it difficult to argue with that statement. It is also fair to say that the President is pugnacious, perhaps prone to a grudge or two. So, it should be with great interest that we hear the decision of the Pentagon on the award of a $10 billion “JEDI” cloud computing contract, which is expected to be announced sometime in July. … Continue Reading

The number of British bankers and financial services workers migrating to Britain has risen by nearly a third, according to data compiled by a UK TV news channel.

Channel 4 News said, according to figures from the Swiss Federal Migration Office, 383 British citizens working in banking and financial services moved to Switzerland in 2010, an increase of 28% on the previous year.

Financial institutions and politicians have lobbied the UK government against increased taxation, arguing that the changes would drive the banking industry overseas. Switzerland, with its low personal and business taxes, is a favored destination.

Under the broader rubric of banking, insurance and consulting, which includes IT, 1,379 Britons were given permission to work long-term in Switzerland in 2010. This is an increase of 29% over the 2009 … Continue Reading

The Finance Lounge passes 100,000 memebrship mark

The Finance Lounge, the premiere business network platform for the wealth industry has surpassed 100,000 members. We encourage anyone interested to broaden his/her network to join and start developing relationships with like-minded professionals. Basic membership is complimentary.

We look forward to seeing you join.

The Team

New York Private Equity Forum, 18 November 2010

Our forums are exclusive invitation-only events designed to assemble a select group of business visionaries, entrepreneurs, angel investors, venture capitalists, investment professionals, and money managers.

These prestigious events are designed to be an ideal setting for new business development, exchange of ideas, creation of deal flow, location of capital sources and ultra high-end networking.

Guests at the conferences will see several later-stage and emerging growth companies from throughout the U.S. These firms, featuring new breakthrough technologies and innovative business models, have been pre-screened to address the “common sense” criteria of value, proof of concept, proprietary edge, … Continue Reading

16th Annual Fall Life Settlement Conference

The Most Influential Event of the Year

The Fall Life Settlement Conference is LISA’s premier annual event. In a show of the industry’s continued strength, LISA will convene its 16th consecutive conference in Miami Beach, FL. As 2009 came to a close, the settlement industry contemplated a year of unprecedented events and trends. Public awareness of life settlements is at an all time high. The two largest markets, California and New York, are now fully regulated and Capitol Hill is primed to consider how the capital … Continue Reading

Tax Planning for Non-Domiciles Conference 23 November 2010, Marriott Marble Arch Hotel

Tax Planning for Non-Domiciles Conference

Gain Practical Guidance on the Opportunities for Tax Efficient Planning for Non-UK Domiciles

The 3 Key Reasons to Attend the 10th Annual Tax Planning for Non-Domiciles conference:

Longest running conference in the UK on Non-Domicile Taxation
Only conference to have 3 top barristers and authors in the Non-Domicile sector including: James Kessler QC, Stephen Brandon QC and Emma Chamberlain

7 Key Topics covered including recent issues on Foreign Currency & Offshore Companies & 2 Interactive Discussion sessions and networking breaks

Download the Latest Event Brochure for IBC’s Tax Planning for Non-Domiciles Conference

Hot … Continue Reading

Indexing & ETF Investments Asia 2010, 22-23 November, Hong Kong

Are you profiting from this investment revolution?
The 4th annual Indexing & ETF Investments conference being the most established event of its kind in the region is where leading index providers, ETF issuers and users of these investment vehicles choose to convene on a yearly basis.
Price increase after 1 October 2010. Register early and save more!

In the first five months of this year, BlackRock’s ETF Landscape, Industry Highlights, reported that the number of ETFs in Asia Pacific (ex-Japan) has grown by 34.1% from 133 to 177 ETFs and assets have increased by … Continue Reading