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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...
Do you need to adjust your expectations?
It’s human nature to want to get the very most out of life, but it’s inevitable that some things don’t turn out as we would have liked them to. You could make yourself substantially happier if you simply adjust your expectations....
Three takeaways from the work of Eugene Fama
Eugene Fama is a Nobel laureate in Economic Sciences and is often referred to as the father of modern finance. But if it weren’t for a summer job he took as an undergraduate student at Tufts University, he may never have...
Five financial wellbeing tips everyone should follow
A common misconception is that it’s only really those on lower incomes who worry about money. But people right across the wealth spectrum have money worries. According to the Aegon Financial Wellbeing Index, roughly 40% of people in middle and higher...
Decumulation is where the greatest danger lies
People tend to focus on the accumulation phase of investing. But the decumulation phase, when you’re spending down your assets, is often more problematical. Having an adviser with specialist expertise in retirement planning is hugely beneficial. On the face...
Six lessons from Thinking Fast and Slow
By ROBIN POWELL Tributes have been paid by academics around the world for Daniel Kahneman, the Israeli-American psychologist and one of the pioneers of behavioural economics, who died recently at the age of 90. Kahneman, a professor at Princeton University, won...
What will your legacy be?
“If you’re going to live, leave a legacy. Make a mark on the world that can’t be erased.” Maya Angelou One of the greatest sadnesses in life is learning of people whose lives, for whatever reason, have been cut...
