GOALS BASED INVESTING News & Analysis

This episode of Investing Compass looks at retirement Monte Carlo simulations.

This episode of Investing Compass looks at a framework to help you find your financial goals.

A framework to understand what you want from life and therefore your finances.

A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.

An understanding of how advisers add value allows self-directed investors to set themselves up for success.

The ambiguous and wide ranging definitions of what it is to be rich shows the importance of setting goals.

We are constantly comparing ourselves to others but savvy investors focus on progress against goals. 

New research from our Behavioural Insights team suggests that many investors should clarify what drives their investment decisions.

Turns out that we all want very similar things from life. We look at the salary needed to achieve the most common financial goals.

I walk a potential watchlist candidate through some of my investing criteria.