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Can't afford to retire? Think again!

[Estimated time to read: 5 minutes]

It’s time to retire the long-accepted definition of retirement:

Noun: the action or fact of leaving one's job and ceasing to work.
Posted by Sam Instone on Feb 22, 2017
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If you're superstitious, here's the best way to invest

[Estimated time to read: 4.5 minutes]

Passive investing is all about putting trust in independent, peer-reviewed and time-tested evidence.

However, many active investors – like the fund managers who look after most people’s pensionsprefer to rely on hunches and opinions, and some are just downright superstitious.

Posted by Sam Instone on Feb 21, 2017
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QROPS pension transfers: returning to the UK

[Estimated time to read: 4 minutes]

I was recently asked what happens to a pension transferred to a QROPS if the member repatriates back to Britain.

As this is an important consideration for any expat thinking about QROPS, pension transfers or repatriation, here’s what you need to know.

Posted by Stuart Ritchie on Feb 20, 2017
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Evidence that, 'an investment in knowledge pays the best interest'

[Estimated time to read: 2.5 minutes]

Growing up I washed cars, delivered papers, worked on building sites and in a garden centre - anything to make money and gain independence.

But it's rare for expat children to have holiday or part time jobs. 

Posted by Sam Instone on Feb 16, 2017
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10 tips: how to make the most money when investing

[Estimated time to read: 1 minute]

DON'T speculate, actively invest or try to guess the market because:

  1. Almost all US, global and emerging market funds have underperformed since 2006.
Posted by Sam Instone on Feb 13, 2017
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Why you should stop trying to be better than average!

[Estimated time to read: 2 minutes]

The New York Times has just benchmarked last year’s stock pick lists from Forbes, CNBC and Money, against returns from the broad S&P index.

Posted by Sam Instone on Feb 8, 2017
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3 investment lessons: this is what Groundhog Day can teach you

[Estimated time to read: 3 minutes]

North American folklore says: ‘if a groundhog emerges from its burrow on February the 2nd (Groundhog Day), spring will arrive early…

…but if the rodent (think big ugly squirrel) sees its own shadow and retreats to its den, winter will persist.’

Posted by Sam Instone on Feb 7, 2017
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5 things we can learn from the man who invented index funds

[Estimated time to read: 3.5 minutes]

In 1976, one man quietly started a revolution.

That man was John Bogle.

He launched the Vanguard 500 Index Fund, the first index fund available to individuals, and transformed the investment landscape forever.

Posted by Sam Instone on Feb 6, 2017
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Facing your financial fears

[Estimated time to read: 2 minutes]

Does worrying about money keep you awake at night?

You’re not alone.

Posted by Sam Instone on Feb 1, 2017
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2 ways to improve your investment returns significantly

[Estimated time to read: 2.5 minutes]

Q: What have travel agents, manufacturers and insurance companies got in common?

Clue: It’s something that affects black cabs and hotels too…

Posted by Sam Instone on Jan 31, 2017
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