Five mathematical principles for investors to grasp

Posted by TEBI on June 17, 2024

Five mathematical principles for investors to grasp



Don’t have a mathematical brain? The good news is, help is at hand. The level of numerical sophistication you require to handle your personal finances and investments is, in any case, more basic than you might think. There are really just five key concepts you need to grasp.


Do you suffer from arithmophobia? No, we aren’t talking about arachnophobia  here, but the anxiety that many people feel when dealing with something we encounter far more frequently than spiders — numbers.

This condition can range from a general discomfort around numbers and avoidance of mathematical tasks to a severe phobia that significantly impacts on daily life, work and career opportunities.

Arithmophobia is also remarkably common, and there are several reasons why. Many people have negative experiences of maths in school. Some had parents who struggled with numbers. Many people, of course, find it genuinely difficult to process numerical information, but many others have wrongly assumed that they’re just “bad at maths”.

There are many things that arithmophobics can find challenging, and one of them is handling their personal finances. They avoid getting to grips with their bills, credit cards, taxes, budgeting or savings because they feel anxious about maths. They particularly struggle with long-term investing.

There’s no escaping the fact that, to understand investing properly, you do need a certain degree of numeracy. But the good news for those who feel daunted by mathematics is that the level required to be a successful investor is relatively basic.




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Through our partners at Regis Media, TEBI provides a wide range of high-quality content for financial advice and planning firms. The material is designed to help educate clients and to engage with prospects.  

As well as exclusive content, we also offer a wide range of pre-produced videos which explain how investing works and the valuable role that a good financial adviser can play.

If you would like to find out more, why not visit the Regis Media website and YouTube channel? If you have any specific enquiries, email Robin Powell, who will be happy to help you.


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