Josh Matthews
Bio
Josh is the Managing Partner and Co-Founder of MASECO Private Wealth which was established in 2008.
MASECO is an independent wealth management firm seeking to enrich the lives of American and global clients through wealth management needs.
Stories (2)
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Principles of Investing for American Citizens Living in the UK: Principle One - Create a Financial Plan
“Someone is sitting in the shade today because someone planted a tree a long time ago” ~ Warren Buffett The first and one of the most important “principles” within this series is devoted to financial planning, which should be considered a universal principle for investors of all creeds. Irrespective of citizenship or residency, identifying your financial goals and quantifying what is required to achieve them can lay the foundations for a successful investment experience. The basics of an effective financial plan should provide you with a roadmap for achieving your goals that account for the idiosyncrasies of your personal circumstances.
By Josh Matthews3 years ago in Journal
Investing in The UK After Brexit: Should Investors Be Worried?
The road was long, but the partnership agreement negotiated by the EU and The UK came into force on January 1st, 2021. The whole thing was also a precision landing because all 27 member states only gave their consent on December 29, 2020. Thus, there was a seamless transition from the transition phase, which ended on December 31, 2020.
By Josh Matthews5 years ago in Trader
