Ever heard the slogan: Tax doesn’t have to be taxing? I’m guessing whoever came up with it never had to deal with the annual allowance for pensions savings. Oh, and don’t get me started (yet…) on its ghastlier sister, the tapered annual allowance. These finickity pension rules are enough to make even hardened tax accountants […]

This post is one of a series looking at returns in the decade after the financial crisis. The ‘inevitable’ bond crash has been a recurring theme of the last ten years. Hysterical commentators periodically warn of Bondmageddon. Many investors were scared out of high quality bonds altogether – because interest rates had to rise. Even […]

What caught my eye this week. Nobody beats Vanguard for low-cost product innovation. However the fund giant isn’t the most proactive when it comes to promotion. For instance, wouldn’t you agree it’d be worth throwing a measly gazillionth of your turnover in the direction of a UK blog that has championed passive investing for a […]

This post is one of a series looking at returns in the decade after the financial crisis. Many of the passive investing luminaries such as Bernstein, Swedroe, Ferri, and Hale (though not Bogle or friend of Monevator Lars Kroijer) discuss the higher returns you might be able to garner through exposure to the value and small cap […]

This post is one of a series looking at returns in the decade after the financial crisis. The more you tilted towards the UK stock market over the past decade, the more you lagged a globally diversified investor. Not one of our domestic UK funds matched the MSCI World’s 12% return. Trustnet provides the chart that tells our story1: […]