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Funds grow in value as a result of their popularity, and longevity (no UK-based fund with more than £10 billion under management was launched less
Last week I described Pound Cost Ravaging, and how it affects what you can safely withdraw from your retirement portfolio. I also showed how sequence
For today’s retirees and their planners, a knowledge of Sequence Risk (also known as Pound Cost Ravaging) has become essential. We rely more heavily than
I’m a bit late with my financial predictions for 2022. I hope you’ll forgive me but COVID finally had its day in the Wise household
Some years ago, Bill Bengen, one of the Gods of Retirement Planning stumbled across the “4% rule”. Bengen never intended for it to be a
In historical terms, it’s not been long since investors have been able to access and play a part in investment markets. For most of that
It can be difficult to predict what your outgoings will be in the future. However, getting it wrong can be the difference between a happy
We’re all pretty attached to our homes. By the time we retire, our homes don’t just provide comfort and shelter, they also provide physical proximity
As you might imagine, COP26 has provoked a lot of reflection about responsible investing. COP26 focussed entirely on the E of ESG (Environmental, Social and
Akiva ben Yosef was an influential first century rabbi, living in Roman territory, who inspired many followers. He has a lesson to teach us that
