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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...
Unretirement: what it is and why more people are doing it
No one on their deathbed, as Rabbi Harold Kushner once pointed out, has ever said they wished they had spent more time at the office. And, for a large proportion of people seeking financial advice, early retirement is the ultimate dream. In the...
Successful investing begins with knowing yourself
“Rip Van Winkle would be the ideal stock market investor,” Richard Thaler, the Nobel Prize-winning behavioural economist, once pointed out. “Rip could invest in the market before his nap and when he woke up 20 years later, he’d be happy. He would have...
Eggs, baskets and the wisdom of Solomon
Harry Markowitz is one of the most intelligent people — if not the most intelligent person — I’ve had the pleasure to meet. But it’s always struck me that the insight for which he was awarded the Nobel Prize was, well, not exactly...
Putting an actual value on advice is impossible
These days we’re obsessed by value — not just businesses, but individuals too. We all want to make the most of the limited financial resources at our disposal, and quite right too. There is, however, a danger in constantly looking at value in purely...
Is factor investing worth it?
Broadly speaking, evidence-based investors fall into three categories when it comes to the type of funds they prefer to use. First there are traditional indexers — the Bogleheads, if you like — who love the simplicity of market-cap weighting. Second, there are those who prefer...
Metis Ireland: No blarney, just the evidence
Evidence-based investing truly is growing around the world. Take my own company, which began producing content for a solitary financial advice firm in Birmingham, England, five years ago. Today we have clients in ten different countries. In fact, make that eleven, because we’re...
