SSAS Pension Guide
This week I thought I’d give some love to a type of pension scheme which tends to fly under the…
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…
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…
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…
How many ISAs can I have?
I tend to receive a smattering of ISA questions throughout the year, and a deluge of them leading up to…
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.…
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…
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…
Average UK savings by age
This post explores the average savings in the UK by age groups. It also looks at the average amounts in…
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…
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 in practice
This is the third post in a series on duration matching. The first post covered an introduction to duration, what…
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…