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Passive investing: what is it and how does it work?

A seasonal passive vs active investing debate laced with a little humour, respect and fanatical devotion to the annihilation of the other side. [Not really]

How does the 3rd edition of Smarter Investing by Tim Hale change the game for passive investors? And are there overlooked lessons from the 1st edition?

Just when you thought you almost knew what you were doing with pensions, new research directly contradicts the old ‘your age in bonds’ rule. Pah!

Why would anyone want bonds in their portfolio? Here’s the lowdown on the part that different bond types have to play.

Our little portfolio dozes off while the markets are about as action-packed as a US Government office during shutdown.

Want to retire in 10 years? Then get yourself a plan. Like this one.

Why I’m not paying off my mortgage

With low interest rates and a recovering economy it’s more tempting than ever to invest rather than pay off the mortgage. Is it worth the risk?

Index investing feels random to a lot of people. Luckily, there’s nothing random about it.

Don’t let anyone tell you passive investing is too straight. It’s actually a lot weirder than you think, but the reasons why are also why it works.

Why foreign-listed ETFs may be better for your tax bill than home grown.

ETF-only portfolios

Can an ETF only portfolio lower your costs?

9 lazy portfolios for UK investors

Nine classic passive investing portfolios, conveniently populated with low price trackers for UK investors.

Wondering what you’re doling out to fund your el-cheapo fund managers’ lavish-ish lifestyle? Here’s how to calculate the cost of your entire portfolio.

Because I practice the art of portfolio insouciance, I missed the exact moment our Slow and Steady demo portfolio hit its peak in May.

Research suggests a blend of level annuities and equities is the best asset allocation for a retiree, but an escalating annuity offers more security.

Annuity? Index-linked government bonds? robbing a bank? Exploring the best option for making sure you never run out of retirement income.