The Lifetime Allowance – Tax, Tests and Protection
Today’s post is about the lifetime allowance on pension benefits. The LTA caps the amount you can take from your pension without paying more tax.
7 Circles - your heavenly path through investment hell
Weekly Roundup, 20th June 2017
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about food inflation.
Ed Thorp – The Innovator
Today’s post is a profile of Guru investor Ed Thorp, who appears in Jack Schwager’s book Hedge Fund Market Wizards. His chapter is called The Innovator.
Behavioural Investing 4 – Doing Nothing, Being Contrarian, Selling and Process
Today’s post is our fourth and final look at James Montier’s Little Book of Behavioural Investing.
Robo-Advisors 7 – evestor, Wealthify, NetWealth and Wealthdunk
Today’s post is our seventh look at robo-advisors and ready-made portfolios. The good news is that it’s a bit more interesting this time.
Weekly Roundup, 13th June 2017
We begin today’s Weekly Roundup in the FT, where David Stevenson explained the tax advantages of his recent marriage.
Private Equity – Elements 25
This post is part of the Elements series, a Periodic Table of all the Investing Elements that you need. Today’s topic is Private Equity.
Excess Returns 10 – Buying and Selling
Today’s post is another our series on the book Excess Returns, and looks at how successful investors go about buying and selling stocks.
BPR Industry Review – An Alternative to DIY AIM for IHT?
Today’s post looks at the 2017 BPR industry review from intelligent partnership. Are there any offers that beat the DIY approach?
Weekly Roundup, 6th June 2017
We begin today’s Weekly Roundup as usual in the FT, with the Chart That Tells A Story. This week it was about consumer debt.
James Montier – Thinking About Thinking
Today’s post is a profile of Guru investor James Montier, who appears in John Mauldin’s book Just One Thing. His chapter is called Thinking About Thinking.
May 2017 – Trades, Tips and Funds
Today’s post is another in the series of monthly roundups of the interesting investing tips I’ve come across, plus a summary of any trades that I make. Welcome to May 2017.
