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Investing

The Greybeard reports back with the results of his deep dive into the best investment trusts for retirement income.

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Equity income investment trusts are trading at a discount again. Is this the moment you’ve been waiting for?

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Yet another story about a venerable old millionaire who people presumed was poor while he was still alive. In The remarkable life and lessons of the $8 million janitor, the Washington Post tells us: Despite his relatively modest wages, Read left an estate with “stock holdings and property” valued at nearly $8 million One of [...]

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Hearing a few differences of opinion might be confusing in the short-term, but I believe it’s the way to long-term wisdom.

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Not sure what asset allocation is right for you? Here’s a simple-to-use free tool that can help you decide.

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5 ways to reduce tax in retirement

Reduce tax in retirement with this Monevator assortment of legal moves to stay one step ahead of the taxman.

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Our model passive portfolio is enjoying a day in the sun. All is well with the world. Surely disaster awaits?

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Assume every investment can fail you

All investments can fail. Some risks are vanishingly remote, but some people win the lottery twice so why take chances?

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This table of UK asset class returns over the past 15 years brings to mind my love life over the same time period – incredible highs followed by miserable lows!

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Another good reason to open an ISA

ISAs and SIPPs enable you to avoid tedious paperwork, as well sheltering your cash from tax.

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We should own shares in all the market’s stocks, weighted according to their fraction of the overall value of the market.

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A very unwelcome wake-up call reinforces The Greybeard’s determination to generate a retirement income from investment trusts.

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Warren Buffett has given us his most explicit investment advice yet: Buy shares for the long-term and do it in an index fund.

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The tech sector is great (apart from when it blows up of course) and UK focused index investors are missing out.

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An ongoing study of the Nobel prize winning / billionaire stock pickers who suggest the best way forward is to use index funds.

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The Greybeard is betting on income investment trusts as his retirement vehicle of choice. Here’s why.

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