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What is evidence-based investing?
Nobody can establish who first used the phrase 'evidence-based investing', and no regulator defines it. Robin Powell, who was given the name by Larry Swedroe in 2015 and is sometimes wrongly credited with coining it, sets out what it actually means: four tests of what counts as evidence, borrowed from a medical parallel that hit the same crisis twelve years ago. Including where he goes further than a global tracker, and why he holds that position less firmly than he used to.
Robin Powell
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Hands off: the Budget rumours that cost one family twice as much as the Budget
Before the UK’s latest Budget, families were told capital gains tax would soar and pension tax-free cash would be cut. None of it happened. For one family modelled by Y TREE, selling early to beat a feared tax rise would have cost up to £138,000 over ten years, more than twice what the Budget itself costs them. Sometimes the best thing to do with a portfolio is keep your hands off it.
Robin Powell
Nov 33 min read
Your wealth manager is not your financial planner
New FCA figures show that fewer than one in three wealth management firms also offer financial advice. That is not a scandal, and nobody has been mis-sold anything. But it does mean a great many people are paying for a well-run portfolio while assuming they are also getting a plan. The two are not the same thing, and it is the plan that answers the question most investors actually care about: can I stop work when I want to?
Robin Powell
Sep 136 min read
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