Racing against me
In this blog:
Gertcha!
Are you rich? Γtes-vous riche?
It's getting hard to tell gambling from investing
Looking at a trust: Temple Bar
This is important if you want to be relaxed
Annuity rates at 9th December
Trust in meeee
In this blog:
Can you play tennis?
How does a trust work, is it that simple and whatβs the difference between the βmajorsβ?
Have we reached Peak 65? Not old, βolderβ?
Look at a trust: why we love Law Debenture
Fancy some crypto? How to lose your shirt, or, what they donβt tell you.
The simple maths behind returns
In this blog:
1. 10 year discrete returns β the FTSE index vs the active sectors, can you spot a trend?
2. Retiring β what youβre supposed to be doing.
3. What was born in 1960, costs Β£2.3m and you use it to thrash around a race track?
4. Lucky β this is you and me.
Keeping your feet dry
In this blog:
1. Top trusts for income.
2. The last time this happened.
3. We invest in preparedness, not in prediction (you should to).
4. Our story - ever wondered who we are and how Chancery Lane got here?
Turning Chinese
In this blog:
In the 70βs and 80βs Japanese commercial businesses and large scale engineering were globally dominant alongside the US. As incompetence drove the UK car industry into dust, so Toyota and Datsun stole their lunch. From 1986 to 1991β¦
Donβt get fooled again
In this blog:
1. Donβt get fooled again β the grubby facts within private equity / credit.
2. Can you name this?
3. UK β what Reeves is blatantly avoiding discussing.
4. If you think you know better than Buffett.
Coke is it: Buffettβs $11.7bn income from $1.3bn investment.
In this blog:
Things Go Better with Coke
The Magic of Dividend Compounding
Not Just Coca-Cola - Berkshire's Dividend Empire
Special, you are so special
In this blog:
Buffett on gold
The budget β will she, wonβt she?
China and involution β bigger may be a lot more dangerous.
One way to retire with friends
Gordon Brown, and now Ms Reeves?
βPrivate credit defaultsβ β cockroaches? Itβs US sub prime again
Perfect dip buying.
The market crash: itβs coming, read this.
Tariffs β things ainβt what they seem
Getting your head around your age
The bit of your wealth thatβs missing.
Avoid the folly of the crowd
Why men need HRT
In this blog:
1. No commission or ketchup: be a customer not the product.
2. Fidelityβs Magellan Fund, 29.2% annual return from 1977 to 1990 (from $20m to $14bn)
3. What to expect: outsourcing your key income decisions.
4. This pension paid the beneficiaries for 135 years: how long do you need yours?
Just how bad can your provider be?
In this blog:
1. Just how bad can your provider be? From pension co to Swiss private bank
2. βEven God canβt beat pound/cost averaging (βThis is the last article you will ever need to read on market timingβ)
3. βWe should never be so old as merely to watch games instead of playing themβ. Like food? Have you ever eaten this sandwich?
GDPR β sorry, you canβt read it, itβs GDPR chum
In this blog:
1. GDPR β sorry, you canβt read it, itβs GDPR chum
2. Buy low sell high: current underlying index criteria that should make any investor think.
Itβs not about the data: itβs all about the data.
In this blog:
1. A recording of a real client conversation: itβll amuse you.
2. All your tax free allowances β use them to generate Β£16,000+ tax free.
3. Hey you, donβt watch that watch thisβ¦
4. So you think you understand pensions? Try this.
What independent wealth looks like
In this blog:
1. How the wealthy β very wealthy β spend their money.
2. The Β£XXXk pension mistake most people never spot.
3. Personal wealth β not about picking funds
4. From the Wall Street Journal β how to choose a financial adviser
5. Tax-smart income: minimising HMRCβs share.
The man from Boca
In this blog:
1. The anxiety we deal with.
2. The most common pension mistakes made by DIY investors.
3. Buffet: the fallacy of great fund managers.
4. When you probably do need an adviser.
5. How to tell the difference between cost and value.
Bullworker
In this blog:
1. Ageing: from Slush Puppies to a Glenfarclas, Bluey to the Old Man and the Sea, a Bullworker to a Garmin watch β things change.
2. MSCI World, 10- year annual returns β 14.5% or 0.9% for exactly the same investment.
3. Why the FT wrote about Chancery Lane
4. The data on gold β should you?
Just start
In this blog:
1. Gilt ladders β how they work, and the giant downside.
2. Did you βbeat the market?β
3. Is your income increasing or decreasing? Know the right question to ask.
4. Sweden β flat pack pensions, really.
Made you look
In this blog:
1. Are we normal?
2. The influence of behavioural economics on personal pensions
3. Investment decisions: How much people save
4. Asset allocation: How people invest
5. Income drawdown: How people spend in retirement.
All the way from America: Whatβs the best withdrawal strategy in retirement?
In this blog:
1. S&P500 β like Tiffany itβs expensive though is it value for money?
2. Itβs not about the money: a grown up in America
3. The Pension Revolution: Doug Brodie & George Aliferis live on YouTube
4. All the way from America: Whatβs the best withdrawal strategy in retirement?
Forever Young
In this blog:
1. Gulf Oil and the 500% dividend.
2. How to leave $8m in your will.
3. Yes, you are paying more tax.
4. βForever youngβ β the problem with DIY investing.
5. If Buffet and Munger were partners, how come Warren got all the wealth?
6. You might not need us, hereβs a wider used alternative.
How to beat inflation in retirement (probably)
In this blog:
1. Are investment trusts better than tracker funds?
2. A comparison table showcasing top-performing UK investment trusts and tracker funds, detailing their total returns over 1, 5, 10 years, along with their ongoing charges.
3. People study this: What do you need to be happy in retirement? How many items in this checklist do you still need to work on? (Alternatively, have your spouse fill yours out for you).