Stock Market

Silly Things Active Stock Market Investors Say

You don’t need to read this blog for very long in order to figure out that when it comes to investing, I am a big fan of putting money into low-cost, passive index trackers. As an M&A (mergers and acquisitions) investment banker with access to loads of non-public, price-sensitive information, I am restricted from actively …

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Five Dangerous Misconceptions About The Stock Market

Stock market - facts not fiction

On your journey to financial independence, it is hard to find a better ally than the stock market.  Universally acknowledged as one of the best ways to build wealth over long periods of time, stock market investing has never been more accessible to retail investors.  Today, anyone with a bank account, internet access and £25 …

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How To Find The Right Index Fund In Just Four Easy Steps

Many different paths to financial independence

A couple of weeks ago, I was having drinks with a friend from the finance industry.  The conversation turned to passive investing and we spent a bit of time discussing one particular index fund in my portfolio. The following morning, he texted me with a simple question: “How do I find a fund that will …

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The Stock Market Hit A New Record Yesterday. This Is Why You Should Worry

Start worrying now

I was sitting in a client meeting yesterday, mentally readying to deliver my part of the pitch, when I heard one of my colleagues say the following: “And with that, the S&P 500 is now up 22% year to date” Whoa?  Are you serious? When did that happen? After all, it seems that for the …

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When Paying Off Your Mortgage Is a Bad Idea

I never cease to be amazed at how much misinformation and bad advice exists out there when it comes to building wealth.  Sometimes the bad advice is given in good spirit and with the best intentions.  In other situations, people are trying to capitalize on others’ lack of financial knowledge to take advantage of them.  …

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How To Optimize Your Dividend Reinvestments

After real estate, consistent investment into the stock market over a long period of time is the second best way to build wealth.  Some bloggers out there will even argue that dividend investing beats index investing, but that’s a topic for another day. My target portfolio allocation to stocks is about 45%.  I keep the …

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