Apr 37 minBook review: 'The Man Who Solved the Market' by Greg Zuckerman - updated for 2024Rated 5 out of 5 stars.(1)Greg Zuckerman's book gives readers an insight into secretive quant funds and explains why this might influence how you choose to invest.
Apr 23 minIncreasing client engagement with the One-Page Financial PlanThe One-Page Financial Plan is a high-level summary of the underlying financial plan. Read how we tweaked the process to increase engagement
Feb 284 minDoes purchasing an annuity provide a more sustainable retirement income?Annuity rates have improved in recent times. Can they now help to create a more sustainable retirement income?
Feb 277 minThe S&P 500 lost decade - how to protect your retirementThe S&P 500 has generated strong returns in recent years. But should you invest all of your retirement savings in this index?
Feb 197 minShould your retirement portfolio contain 100% shares?Retirement researcher Bill Bengen found the optimal retirement portfolio to contain 50-75% equities. Would 100% equties be a better option?