Josh Matthews
MASECO is an independent wealth management firm seeking to enrich the lives of American and global clients through simplifying their multi-jurisdictional wealth management needs.
5 Areas Every American Should Focus on 10 Years before Retirement. Within the July-August edition of The American Magazine, Andrea Solana, Head of Advanced Planning at MASECO, offers her thoughts on the five areas to focus on in the 10 years before retirement.
"Everyone has a different idea of what ‘retirement’ looks like and the timing as to when they intend to enter that phase. As you close in on the 10 years before retirement, or even perhaps the thought of dialing back full-time work, it isn’t always intuitive to understand how much annual spending your savings can support, or how to structure your portfolio in a manner that will support your needs but also maintain an appropriate level of risk exposure based on your needs and time horizon.
" What is private wealth management? London Sports Charity Softball Match 2021. MASECO’s Weekly Top Tips and Astonishing Facts as we Champion to Refuse Single-use Plastic this July. One hundred and twenty million people are choosing to be plastic-free this July and at MASECO we are encouraging you to join us and the rest of the community in doing our bit to support this important cause.
This week we share our top five tips in order to reduce plastic, as well as some astonishing facts that really got us thinking about just how important this campaign is. “Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.” – Dr. Seuss, The Lorax One hundred and twenty million people are choosing to be plastic-free this July[1] and at MASECO we are encouraging you to join us and the rest of the community in doing our bit to support this important cause.
Financial Advice for US Citizens in the UK. Prophesising your financial future. MASECO Private Wealth. Inflation is the talk of the town, and with headlines such as ‘US consumer prices rise at the fastest pace since 2008’, one can see why.
Consumer Price Inflation in the US stood at 4.2% in the 12 months to April this year, surprising economists across the globe. George Fisk, Wealth Manager, discusses the potential effects of inflation on investments. Inflation is the talk of the town, and with headlines such as ‘US consumer prices rise at the fastest pace since 2008’, one can see why. MASECO Wins Bronze at Magic Circle Awards 2021. The entire team at MASECO are delighted to announce that, following the 2021 Virtual Citywealth Magic Circle Awards last night, the business have won bronze in the Financial Advisory Firm of the Year category.
At MASECO we were delighted to be shortlisted for two categories within the Citywealth Magic Circle Awards for 2021, under the categories of Private Client Asset Manager and Financial Advisory Firm of the Year. In addition, our Co-Founder and Managing Partner, Josh Matthews, joined the judging panel following his gold award last year. New Tax Year: Your 2020 IRA Contributions. How Covid-19 Rebooted Retirement. For many, 2020 and the ongoing pandemic experience was a taster of what retirement could be like – as well as providing a harsh reminder to people to put their affairs in order.
Edward Howison, Senior Wealth Manager, looks at how Covid-19 has rebooted retirement in his most recent blog and discusses how at MASECO it is our job to understand what matters to people in order to make their ambitions a reality. Looking back on your experience of 2020, what did you miss the most in the pandemic – and what did it make you reassess? In my view, I believe the answer to these questions can, in part help, clients have a better perspective of mapping out their retirement goals. Investing in The UK After Brexit: Should Investors Be Worried?