How to Invest an Inheritance

Over the past number of years, BMF Wealth’s Estate Planning and Wealth Management teams have been inundated with requests regarding consulting services for Estate Plans and investment management on the wind up of the Estates. Due to the legal nuances around areas such as tax, family...

covid 19

An Unprecedented Time

“There are decades where nothing happens, and there are weeks where decades happen” Vladimir Ilyich Lenin There is no doubt “that this time it is different.” The black swan events, the COVID19 and the oil war between the Russians and Saudis have decimated the equity markets globally. ...

your wealth adapt grow

Your Wealth – Adapt and Grow

We have returned to Sydney after conducting two significant research trips over the past three months in the USA, UK, Switzerland and Singapore which included two conferences, one in Singapore and the other in Dallas. However, we come back with some disturbing economic news which is...

A Paradigm Shift Part 2

A Paradigm Shift Part 2

You may recall our newsletter “A Paradigm Shift” sent to you in April 2018. It is on our website (BMF Newsletter Link) together with other articles we have written over the past year. Some nine months later, and looking back, we see how relevant our comments...

Why you should update your Will

Why you should update your Will

An uncomfortable heading I know, but one that needs to be addressed and preferably sooner than later – especially if you haven’t revisited your Will in the past three to five years. Circumstances change, your wealth changes, your health changes, your age changes, your beneficiaries’ ages...

What to do when cracks appear

What to do when cracks appear

“Stock Rout Slams Asia After US Slide” “Asia Stocks Lost $5 Trillion This Year With No End in Sight” “Hong Kong’s Worst Run of Monthly Losses Since ’82 Looks Certain” This is what you would have seen if you had opened the Bloomberg Asia web page at 4.06pm...

Investing in the current stage of the cycle - it is what it is

Investing in the current stage of the cycle – it is what it is

“The stock market is filled with individuals who know the price of everything, but the value of nothing.” Philip Fisher The above quote from historical investor, Philip Fisher, accurately captures the difficulty of investing in today’s stock market where valuations, particularly in the US, and a number...

paradigm shift

A Paradigm Shift

We are now back in Sydney after a great research trip around the world where we confirmed our investment views outlined to you last year (under our Rethink. Re-evaluate. Reset Report), but more importantly have concluded that due to the changes in economics, geopolitics and...

bmf wealth investment outlook

BMF Wealth Investment Outlook #2

RETHINK • RE-EVALUATE • RESET We have recently returned from one of our most outstanding business trips around the world with a slightly different strategic mindset in our investment philosophy. What we have taken away from 46 individual meetings and a 3 day Strategic Investment Conference shows...

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