Aug 31, 2016
Over the past eight weeks, we’ve covered the basics of investing; enough so you can probably get started. Now I want to round up what we’ve learned in ten steps to investment success.
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Aug 24, 2016
What if you want to invest according to the principles I’ve talked about over the past few weeks but you can’t be bothered with all the research and reviewing that this takes? This week we’re going to talk about off-the-shelf investing; the lazy person’s guide to investing well!
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Aug 17, 2016
If you build a portfolio right at outset, it should - I believe - largely look after itself. But you should still keep an eye on it of course. In this week’s show I’m going to be covering the basics of how to review your portfolio as the years go by, to ensure it still serves the purposes you set for it.
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Aug 10, 2016
Last week we looked at choosing a platform, and I said that a platform was essentially just an admin system which allows you to hold different kinds of accounts . But which tax wrapper is best for which situations? This week we're looking at choosing the right account...
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Aug 3, 2016
Last week we talked about asset allocation and choosing the right kinds of assets and funds to invest for your future. These days, most people invest via something called a platform. This week I’ll be looking at why that is the case, whether or not that approach is right for you, and what criteria you should look at...