Weekend reading: Brexit, still crazy after all of these years
What caught my eye this week. Much younger readers who’ve known nothing but the lifestyle-curbing consequences of Brexit – not…
Past Champion
Family Investment Company: Frequently Asked Questions (The FIC FAQ)
This article on the pros and cons of a Family Investment Company covers some nuanced issues around accounting and tax.…
Personal finance links: trading time
PodcastsChristine Benz and Jeff Ptak talk with Ann Garcia the author of the book “How to Pay for College.” (the-long-view.simplecast.com)Larry…
FIRE: Emergency midwinter broadcast
Often times when somebody goes a little off-piste with their investments, I will make clear in the introduction that this…
Weekend reading: we shouldn’t have to think twice about energy demand
What caught my eye this week. After several false alarms, the past week saw National Grid throw the switch on…
Swap rates and mortgage rates
For sure I’m not the only homeowner who has been refreshing their mortgage options every day for the past few…
Personal finance links: one set of rules
PodcastsDan Harris talks with Morgan Housel author of “The Psychology of Money.” (tenpercent.com)David Senra on lessons learned from Charlie Munger…
The excellent Vanguard cash interest rate hiding in plain sight
Better known as a global investment giant, Vanguard is currently paying a highly competitive interest rate on cash parked in…
10 year review
Wahoop! I have made it through ten years. In fact, I’ve had a trackable portfolio for over 20 years. But…
Weekend reading: Self-service portfolio checkout
What caught my eye this week. A fortnight ago I posted a couple of reader polls, asking you how often…
Bandwidth
The long queue at airport security snaked its way through endless cattle races. Travellers mindlessly shuffled forwards. Bored. Impatient. Stressed.…
Personal finance links: the endowment effect
PodcastsDr. Jim Dahle talks with Ben Carlson about a broad range of topics from inflation to cryptocurrency to how to…
Are you lost in Neverland? Fear of investing is a familiar and costly story
Like being too scared to date or too shy to visit a gym, the fear of investing is a hangup…
Weekend reading: these Vanguard expected returns remind us it’s darkest before the dawn
What caught my eye this week. Things are looking up for investors. Not because the markets have got off to…
FIRE-side chat: Retiring early to travel the world in a motorhome
Today we’re kicking off our monthly interviews with Monevator readers who’ve achieved financial independence and/or early retirement (aka FIRE). In…
Personal finance links: finding a new plan
PodcastsChristine Benz and Jeff Ptak talk with Mark Miller, author of “Retirement Reboot: Commonsense Financial Strategies for Getting Back on…
Expected returns: Estimates for your investment planning
Understanding your future expected returns is an important part of your investment plan. Your expected return is the average annual…
Asset allocation quilt – the winners and losers of the last 10 years
After a bruising 2022, it’s time once again to take refuge under our asset allocation quilt. This colourful data duvet…
Weekend reading: A poll about your portfolio checking habits
What caught my eye this week. How often do you check your portfolio, or even calculate your net worth? And…
Unlocking a cheaper interest rate by tweaking your mortgage loan-to-value ratio
Do you have a mortgage? Do you know what your loan-to-value ratio is – and what interest rate band that…
Personal finance links: ignoring the lottery
RetirementWhy you need a diversified life portfolio in retirement. (wsj.com)Why you want to have options in retirement. (kiplinger.com)Everybody wants the…
The Slow and Steady passive portfolio update: Q4 2022
This past year has not been pretty for investors. Indeed it’s the worst on record for our Slow and Steady…
Achieve
I sat down to write a year-end post. For bloggers this is largely a masturbatory exercise. An indulgence performed alone…
3 Things that Mattered – 2022
This blog is this year’s version of ‘3 things that mattered.’ For posterity and if you’d like to laugh at…
Weekend reading: New Year’s leave
What caught my eye this week. I love this time of year. No, of course not the short, dark, dreary…
Personal finance links: ever increasing needs
Personal financeNobody knows what is going to happen in the stock market next year. (awealthofcommonsense.com)Three ways to simplify your portfolio…
Contrast
Contentment is found in the most unexpected of places. At 4am, or at least that was the time my body…
Personal finance links: converting money into time
PodcastsChristine Benz and Jeff Ptak discuss the recent “The State of Retirement Income” report. (morningstar.com)Peter Lazaroff on what to do…
Weekend reading: Wrapping up 2022
What caught my eye this week. Well, it looks like we are gonna make it. No, not in the sense…
Investment trust discounts and premiums
Many investors are unnerved by investment trust discounts and premiums. But the concepts involved are quite simple. And assuming you’re…