ANNUITIES Why Wouldn’t You Buy an Annuity? Pension academics have been asking the same question for decades. From a theoretical perspective of…MaxMarch 22, 2024
INCOME DRAWDOWNINVESTMENT TRUSTSRETIRING ON DIVIDENDS Goodbye to My Investment Trust Dividend Portfolio It's finally time to say goodbye to my Investment Trust Dividend Portfolio! I have always…MaxMarch 8, 2024
Balancing a Portfolio Portfolio Balancing – How Often and Why? What Is Portfolio Balancing? Rebalancing a portfolio is done to realign the asset allocation back…MaxAugust 3, 2023
ANNUITIESGILTS To Defer or Not to Defer an Annuity? Deferred Pension Annuities are common products in some markets such as the USA where you…MaxJuly 18, 2023
INCOME DRAWDOWNINVESTMENT TRUSTSRETIRING ON DIVIDENDS MY INVESTMENT TRUST DIVIDEND PORTFOLIO V INCOME DRAWDOWN I was reviewing my Investment Trust Income portfolio the other day and thought it would…MaxMay 30, 2023
BOND LADDERSBONDSGILTS LOW COUPON GILTS – IF YOU`VE MAXED OUT ON YOUR ISAS AND INTEREST TAX ALLOWANCE Low coupon gilts could be a solution for those investors who have maxed out on…MaxApril 3, 2023
ANNUITIES Phased Pension Annuity Purchase – A Cure For Buyer Remorse? Retirement annuity rates have increased significantly with the recent surge in interest rates. Despite this,…MaxMarch 21, 2023
FIREGLOBAL INDEX TRACKERSTHE 4% RULE Annual Predictions and the FIRE 25x Expenses Myth Morningstar`s Survey of Market Forecasts - The US to Underperform This is the time of…MaxFebruary 4, 2023
THE 4% RULEVARIABLE DRAWDOWN Best of 2022 – Dynamic Withdrawal Strategies and 4% Rule I certainly hadn't been planning on revisiting Safe Withdrawal Rates and William Bengen's 4% Rule.…MaxJanuary 2, 2023
GLOBAL INDEX TRACKERS WHICH GLOBAL INDEX TRACKER? Readers of some of the more popular UK finance forums will have the impression that…MaxSeptember 20, 2022