Category: Basics
3♥ – You need a Financial Plan
You need a Financial Plan – to cope with the bumps in the road and to reach your destination.
2♦ — You need a Stock Buying Checklist
You need a Stock Buying Checklist, but you need to make it for yourself.
2♥ — The Best Time to Start is Now
The best time to start is now – the best time to start investing is today, because time in the market beats timing the market.
I Wish Money Had Never Been Invented
I wish that money had never been invented – a visit to the Tate Gallery in St. Ives sparks a meditation on the utility of money.
Sequencing risk in accumulation – who ate Joe’s pension?
We look at a white paper from GMO, which analyses sequencing risk during the accumulation phase and recommends dynamic asset allocation.
A♠ — If it Looks Too Good to be True, it is
If it Looks Too Good to be True, it is – beware anyone bearing gifts, and always check that horse’s teeth.
A♦ — Use a Trailing Stop Loss
Use a Trailing Stop Loss – they work, and they will save you money and stress
A♣ — Asset Allocation Matters
Asset allocation matters – It’s a free lunch that you can’t afford not to eat