Who needs to make back-up plans when you’ve spent a decade writing about and otherwise pondering living off a portfolio in (early) retirement? Surely I’ve thought of everything! I mean,…
There seem to be some turbulance in the market recently and I wonder if this is just a run-in-the-mill market indigestion or if this is something bigger. Most of the…
Before we get into the sexy sounding business of dynamic asset allocation, a quick mid-series recap. You’ll remember from my previous post that I’m on the eve of early retirement…
I do not know about you but whenever I looked at an investment or an investment strategy, there will be one or a couple of key thing that made me…
My team is looking for a new insurance specialist hire. Short of turning Investment Moats into a job site, I assure you that this is likely going to be the…
Sometimes, I feel that markets is efficient in the long run to price in crowded trades. There were a lot of arguments about whether markets are really efficient. There will…
Living off your investments is the ultimate goal of financial independence (FI) and the trickiest part to get right. This phase is known as decumulation and it’s the part of…
My friends at MoneyOwl (not Providend) would like me to put out a word that they are looking to hire their head of advisory. The head of the advisory is…
Vanguard published its economic and market outlook for 2021 not too long ago. I thought that there are some interesting data on investing, in relation to the world that we…
With the tax deadline looming, it’s time to worry about capital gains tax on shares. Capital gains tax (CGT) falls due on investments you sell for a profit in any…
Okay, UK investors, after taking the pain of creating a whopping great comparison guide to the UK’s leading online brokers, we’ve once again returned to the battlefield to fully update…
My workplace is looking to hire more associate advisers. The client advisory team at fee-only wealth advisory firm Providend is divided into two levels. The client advisers listen to prospects…