January - 2017

2017 Is Like A Box of Chocolates

What Surprises will 2017 hold in Store? The short answer is: many! In our line of business, it has become customary to make predictions as analysts have come to be seen as modern-day oracles. It is, however, clear to us in the profession that we are not oracles. We build our view of the future by analyzing companies and trying to determine if these companies are sound investments for the long-term or not. The rest is just noise which diverts our attention from the main object

Pomona Wealth Special - A short update on the UK tax consequences of UK property ownership

With the new UK tax year approaching on April 6th, 2017, we here at Pomona Wealth wanted to recap on major developements in UK property ownership and of some new rules and existing rules from 2015 Properties held in Companies or Trust: Currently, if a non-UK domiciled person or a trust created by a non-UK domiciled person holds UK residential property through an offshore company, the property will not be subject to inheritance tax. From April 2017, UK residential property wil

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Market Comment November 2020 -Trouble in Paradise?

Market Comment October 2020 - Chasing Snowflakes in September

Market Comment September 2020 - Timing the Market vs. Time in the Market

Market Comment August 2020 - Cloud Computing No one goes back to using paper and manual processes

Market Comment July 2020 - Who Is Zoomin' Who?

Market Comment June 2020 - Buy In May & Stay!

Market Comment May 2020 - We take seconds of FAANG, Hold the GRANOLA for now!

Market Comment April 2020 - Corona Lockdowns and Looking Forward to May

Market Comment Update - The Coronavirus & The Markets

Pomona Wealth Market Comment February 2020 - The Chinese Woes of 2020

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