In this blog:

1. Question 1 – do you need your income guaranteed or not?

2. Question 2 – is this an area of your expertise?

3. Possible vs probable vs guaranteed

4. The most important element of the objective

In this blog:

1. Periodic active v passive reconciliation

2. The Vanguard question

In this blog:

1. The $12.5 million idea

2. Moneyball for pensions

3. We are data analysts

4. Good recipe, but what’s the cake like?

5. So long, farewell

6. And Alan did run

7. Almost Methuselah

In this blog:

1. “Is the manager in?”

2. You don’t need to calculate the distance to the sun, remember Pythagoras, or measure the visibility to see the horizon.

3. Do you have £1 million?

In this blog:

1. How not to drive into an investment wall

2. Problem 1

3. Problem 2

In this blog:

1. Asset rich, and cash poor

2. Tontine, not Tonto

3. Lifetime Allowance - a note from Martin

In this blog:

1. Don’t ignore the objective and debate the detail

2. Starting with the basics

3. Two rules of thumb that investors should accept and not debate

4. Why doesn’t everyone do this?

The internet can be a wonderful thing, and we think that the site at visualcapitalist.com has some interesting compilations of statistics. Here’s one that sticks out: if you’ve ever wondered if the French really are the work-shy-gilets-jaunes who retire as soon as they’ve learned to grow vines in the garden, well…

In this blog:

1. Client case studies

2. Our mission

In this blog:

1. When is a 3% return better for an investor than a 6% return?

2. Averages – simple, huh?

3. Like Helvellyn, investing seems quicker coming down than going up.

4. When is 3% more than 6%?

In this blog:

1. Metro Bank

2. Is he who he says he is?

In this blog:

1. What’s inside the grey box?

2. Probable v possible: the cost

3. Guarantees are contractual, dividends are discretionary

In this blog:

1. This is significant

2. We’ve got company

3. Retirement: got any plans?

In this blog:

1. We don’t use Lowand, but…

2. The question they all ask

In this blog:

1. Past performance is not a reliable indicator of future returns

2. Consider two investments side by side, one with a return of 4% and one with 8% - which one is the more profitable?

3. High or low relative to what?

4. What the data says.

In this blog:

1. Investment trusts have two problems for IFAs

2. The data behind an income portfolio

3. Inflation – a key differentiator made transparent with data.

In this blog:

1. The storm elements in western France

2. The storm elements in the investment atmosphere

3. Data driven research.

Some guarantees cost more than others – is your money at risk? In this blog:

1. What’s in a rate?

2. Understanding preference shares

As a company we are probably unique in having a section in our website that outlines for you how to write and give a eulogy. In this blog:

1. “With a red hat which doesn’t go, and doesn’t suit me.”

2. “A billion here, a billion there …”

Here’s some good news (not in the headlines or Today on R4). And if someone runs $27bn, we’d like to hear what they think. In this blog:

1. A key part of inflation has gone negative

2. Here comes the bill

3. ‘The weirdest time in 40 years’