Retirement researcher Bill Bengen found that the optimal retirement portfolio contains 50-75% equities. Are 100% equities a better option?

The S&P 500 has generated strong returns over the past 15 years. But should you invest all of your retirement savings in this index?

In part three of this series on the "4% rule", we look at how investor behaviour might impact sustainable portfolio withdrawals.

Buffered ETFs are often marketed as a way to reduce portfolio losses during market turbulence. We examine whether they have a place in portfolios.

Investors are understandably often unnerved when encountering periodic market turbulence. We put recent events in context.

We examine what many consider the greatest hedge fund of all time: Renaissance Technologies. What's its secret?

Tim Hale's book gives you all you need to build a robust portfolio, taking you all the steps from the evidence to actual implementation.

We examine recent investment trends over the last few years and use the Scoville scale to compare their relative "hotness"

Investing your retirement portfolio with "market-beating" star fund managers can seem very appealing. Does the reality live up to the hype?

In a perfect world, retirees would hold diversified portfolios, pay low fees and not misbehave. How might things look in an imperfect world?

There are many retirement planning concepts that claim to offer beneficial retirement outcomes. This post aggregates our research

The One-Page Financial Plan is a high-level summary of the underlying financial plan. Read how we tweaked the process to increase engagement

Annuity rates have improved in recent times. Can they now help to create a more sustainable retirement income?

The returns of globally diversified portfolios have been subdued in the last few years. How does this impact our clients' retirement plans?

Focusing on asset classes that have performed well over the last few years is tempting. Keeping a longer-term perspective is key.

It can sometimes be easy to wonder what the point of rebalancing a portfolio is. We look at this in the context of recent bond performance.

We believe the "investment problem" has been solved, but this doesn't mean that the financial adviser's role is redundant.

The press recently reported that Michael Burry has been shorting the stock market. Should our clients make adjustments to their investments?