In this blog:
Guarantee? My bond is my word
Everyone’s heard of Warren Buffett – and yet the “Yes but”s
Is it infinity?
It's not just you
Oregon, Washington, Idaho and Dundee farmers 1888
In this blog:
The white paper
Data – rolling five-year increases
Taking two to tango: cutting an Apple in half
Race to the bottom
In this blog:
Just one thing – grow your income before you need it
If you think it’s just you?
And if you think it’s just Ms Reeves…
Retire Well
In this blog:
Annapurna circuit
Tahiti catamaran charter
Bootcamp art workshop in Provence
Riding in Montana
Beat the kids at their own game: villa in Ibiza
Le Mans Classic – drive, don’t spectate
Learn to kitesurf in Egypt
Volunteer in daycare in Nairobi
In this blog:
Just one thing about pensions
You owe how much??
Cue the semantic debate?
Supermarket Income REIT
On Golden Pond
In this blog:
The single biggest error
The second biggest error
Morgan Stanley and the 10% correction
Speed dating (with JP Morgan)
In this blog:
Are annuities worth it? (And other questions)
Two governments, left of centre
Reality of drawdown
Working hard?
The infinity return calculation
In this blog:
The client who got 10%
And another client who emailed yesterday
How systemic risk drives a tank through total return strategies
An authoritative voice on the fallacy of using Monte Carlo analysis for retirement income
Tale from the far side – one person’s personal summary of his retirement life
In this blog:
How can you lose $430,000,000,000 and not get fired?
Mortgage? Try this for size - $1 trillion interest only
How to create a small fortune
Delete the pension app
In this blog:
“I’d rather have a sheep than a Rolex”
Is £500,000 enough to retire on?
Tech rampant
Same toys, different prices
Here she comes, just a-walking down the street
In this blog:
Winning the Losers’ Game
It might not say so on the tin but…
Big, bigger, biggest
China and gold – who knew?
In this blog:
Comparative returns
Charlie Munger’s Almanack
Where DIY investors get stuck
In the FT
How many of these have you got?
In this blog:
Teach your children well
You think you know us?
The really very obvious investment (that stumbled)
Remember 1996?
Why we don’t recommend total return investing for drawdown.
In this blog:
Currencies will turn investment stats upside down
“If I had a million dollars….”
Why fixed income won’t work for long term retirement
What trackers are not particularly good at
We recently asked all the members of our Boomers’ Money Club to share what it was they most recently did for the first time, and what’s next on the list. There were lots of great ideas on there so we thought we’d share them with you…
Read More
In this blog:
Debt – hitting countries not people
Monte Carlo or Bust – trouble with random stats
Does my company look big in this?
Chancery Lane in the Financial Times
In this blog:
Lucky vs repeatable
Trouble at the EV offices
Ros Altmann – Baroness – and the trouble with trusts
I had an interesting conversation with my three-year-old granddaughter about a bear that is really called Winnie the Pooh (you can fill in the gaps)
Standard deviation and Sortino Ratios in portfolio comparisons
In this blog:
5 years annual returns of major hedge funds
Crunch data: today’s annuity vs investment trust
When should you move your DC scheme?
Starting drawdown – the tax pitfall
What’s the score with Fisher?
God bless America!
In this blog:
Saying ‘No’
Shenanigans
ESG – who’s the war-monger?
Jolly hockey sticks
In the technical part of the income market
How to gift to married children and keep it in the family
Target date funds: a technical note
In this blog:
How was the 4% Rule calculated?
How not to get lost
Don’t drive your lifetime savings without accurate navigation
Hey Uncle Sam, slow down there a minute