How to create an Investment Policy Statement
My last post was all about why you should consider crafting an Investment Policy Statement (IPS). Here, I’ll show you how to create an IPS,
Why you need an Investment Policy Statement
People have been creating investment plans for a long time. It looks like the first on record dates back roughly 4,000 years ago, and was
How to fail at investing
There are an almost infinite number of ways to succeed at investing. If success is ending up with a portfolio large enough to meet your
How many ISAs can I have?
I tend to receive a smattering of ISA questions throughout the year, then a deluge of them leading up to the tax year-end in April.
Who wants to be an ISA millionaire?
With the ISA deadline having just passed, I’ve been getting more than a few ISA-related questions coming into my inbox. So I thought I’d put
Size matters: how small is too small?
In my free time, I like to kick back and relax by reading books with titles like ‘All about Asset Allocation’ and ‘The Intelligent Asset
Should you invest in corporate bonds?
When I began my investing career, I was pretty ambivalent towards the use of corporate bonds in portfolios. They seemed like the investing equivalent of
Average UK savings by age
This post explores the average UK savings by age groups. It also looks at the average amounts in UK pension accounts, and the average UK
Should you use duration matching?
We’ve made it! This is the final post in the series on duration matching. Before we conclude, let me explain what we’ve seen so far.
Against duration matching
This is the fourth post in a series on duration matching. The first post covered an introduction to duration, what duration matching is, and why
Duration matching in practice
This is the third post in a series on duration matching. The first post covered an introduction to duration, what duration matching is, and why
Why you should own long-term bonds
This is the second post in a series on duration matching. The first post covered an introduction to duration, what duration matching is, and why
Duration matching: an introduction
Much of what I remember from my investment exams is now occluded by the mists of time. Just like all other exams, you remember the
Average pension pots [UK]
Every now and then it’s interesting to see where the UK’s at with its finances. So I thought I’d use this week’s post to see
Return expectations: 2022 edition
How much can you expect to make on your investments over the next 10 years? Just like last year’s edition, this post aims to answer