In case you missed it, we recently hosted a UK/US investments and market outlook event for the UK ex-pat community in Houston, Texas. In this blog post, we’ve highlighted some of the key takeaways from the event’s main speakers.
The speakers – overview
Tom Elliott, an experienced economics and capital markets consultant, explored the implications of the bank crisis on investors, where the issues came from and how other issues, such as deglobalisation, might have an effect.
Jim Cassidy, Certified Public Accountant (New York), provided a deeper understanding of tax rules and regulations in the UK/US with his tax planning presentation. Jim went through areas such as wealth preservation, tax planning concepts, and proposed changes in 2023 and beyond.
Russell Martin, Senior Portfolio Manager, provided more detail about the current economic situation in the US, including the current 2023 outlook, an update on inflation and the Fed.
Colton Richards, Business Development Manager at SEI, provided a more in-depth overview of the SEI Investment Platform.
Kyle Jones, Investment Advisor, Brite USA, provided an overview of some of the financial tools that Brite USA utilizes with its clients in pursuit of providing advice that is in the best interests of its clients.
In addition to these topics, the event also covered some of the challenges and opportunities facing investors in the UK/US market. This included discussions on regulatory changes, global economic trends, and geopolitical risks.
Overall, the investment and market outlook event provided attendees with valuable insights into the current state of the UK/US economy and the investment opportunities available in the market. If you missed the recent investment and market outlook event and want to learn about our upcoming events, please do get in touch.
Ready to find out more?
At Brite Advisors USA, we work with UK ex-pats all over the USA on their investment needs, both retirement and non-retirement. Our US-based advisory team seeks to provide an outstanding experience for all clients.
We facilitate UK pension transfers using UK Self-Invested Personal Pension Plans (“SIPP”) provided by UK-regulated pension trustees for clients who want to save for their retirement by taking advantage of potential stock market growth.
Contact us today to find out more.
Disclosures
1. No Investment Advice: This financial commentary is for informational purposes only and is not intended to be, and should not be, construed as an offer to sell or a solicitation of an offer to buy any security or financial instrument or invest in any equity or investment strategy. It should not be used to form the basis of any investment decision.
2. Investment Risks: There are risks associated with investing in securities and past performance is not indicative of future results. Always seek professional advice before investing.
3. Not Legal/Tax Advice: This financial commentary is not intended to be, and should not be construed as, legal, regulatory, tax, or accounting advice. Always seek professional advice and consult with your legal counsel, tax and accounting advisors when contemplating any course of action.
