Taking a View – Twenty Questions for Investors
Today’s post is a summary of the most important questions that every investor needs to answer for themselves.
Today’s post is a summary of the most important questions that every investor needs to answer for themselves.
Today’s post is about financial coaching – what is it, and how could it help you?
The Problem / Featured / Portfolios
by Mike Rawson · Published November 30, 2016 · Last modified March 15, 2018
Today’s post is about fitting together the various portfolios we describe here at 7 Circles into a coherent whole as you move along your journey to financial independence. It’s Pick and Mix Portfolios.
The Problem / Featured / Assets / Tools
by Mike Rawson · Published October 20, 2016 · Last modified March 20, 2018
Today’s post is about building a composite Risk Tolerance Questionnaire from the three publicly available ones that I have found.
Don’t Keep Up with the Joneses – Avoid Lifestyle Inflation and Choose Your Friends Carefully
The Problem / Assets / Tools
by Mike Rawson · Published October 6, 2016 · Last modified March 20, 2018
Today’s post is about Risk Tolerance. How can we as Private Investors work out objectively what our risk tolerance is?
Today’s post is a look at an article on how the world of financial advice is evolving away from investment management and towards Financial Life Coaching.
The Problem / Cash & Debt / Opinion
by Mike Rawson · Published September 8, 2015 · Last modified October 20, 2016
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.
by Mike Rawson · Published September 3, 2015 · Last modified January 9, 2020
We look at a white paper from GMO, which analyses sequencing risk during the accumulation phase and recommends dynamic asset allocation.
The Problem / Pensions / Reports
by Mike Rawson · Published March 30, 2015 · Last modified January 13, 2020
We look at the Economics Manifesto from Policy Exchange. Will its proposals lead to a new savings culture in Britain, or is there an elephant in the room?
Today’s post is about the parable of the banker and the fisherman. The banker and the fisherman I’m sure many of you will have come across this story before. This is…
This post is the first in a series describing the basics of personal finance – the things that you need to do before you start investing. Life Stages Life can…
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Annual income twenty pounds, annual expenditure nineteen six, result happiness. Annual income twenty pounds, annual expenditure twenty pound ought and six, result misery.