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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
If we’re serious about our health, why do we neglect financial wellbeing?
Taking control of your money should not be daunting.
Older investors handled last year’s volatility worst
By LARRY SWEDROE We have met the enemy and he is us. — Pogo comic strip by Walt Kelly, 1970 The year 2020 was a stressful one for investors as the pandemic led to a severe bear market, the sharpest...
Five reasons for millennials to be cheerful
Robin writes: Yesterday we ran an extract from Own It!, a new book by IONA BAIN about money and investing, specifically aimed at those in their 20s and 30s. It was pretty sobering. Millennials, Iona explained, are at a considerable disadvantage compared...
How boomers mugged millennials off
Robin writes: I worry for young people from a financial perspective. They’re being pressurised by advertisers, social media and their peers into doing just the wrong things. They’re spending more than they can afford and, instead of investing, gambling their hard-earned...
The only right way to view an asset
You’ve got to look at the portfolio as a whole, not just position by position. And if you’re trying to reduce the volatility or uncertainty of your portfolio as a whole, then you need more than one security obviously, but you...
Europe’s active managers failed the test in 2020
We reported the other day on the latest Active/ Passive Barometer from Morningstar. The semi-annual scorecard used to focus exclusively on the US, but now it analyses the relative performance of active and passive funds around the world. What, then, does the...
