The basics of cashflow modelling
Financial planning is basically the art and science of balancing your needs (and wants) in the present with your needs and wants in the future. Of course, the future can mean anything from the next [...]
Investment Sums
If you read an advanced-level textbook on economic, the mathematics involved may make your eyes water. That’s OK because while many advanced economists are also successful investors, there are also many successful investors who only [...]
Avoiding Value Traps
Learning to read financial statements is an essential skill for any investor and, in all honesty, it’s a skill which can take a bit of time to acquire. It’s not just about reading headline figures [...]
Investing Ethically
The concept of ethical investing has been around for many years now and, like a number of other “sustainable” movements, has gone from being regarded with a combination of suspicion and amusement to being not [...]
What does the Queen’s Speech mean for finances?
The monarch may not be a political figure (in the UK at least), but the monarch’s speech at the annual opening of parliament is very much a political event, especially at times when general elections [...]
The evolving principles of asset location
In the real world, the stock-market price of a company is often at least somewhat different to what a mathematician might expect based on a reading of the company’s financial statements. The reason for this [...]







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