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Starter Series
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Tax Effective Saving
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Financial Statements
- What is EBITDA?
- Which Profit Figure can You Trust?
- Three Balance Sheet Red Flags
- Balance Sheet Basics
- Why Equity Investors Should Follow the Cash
- Why Equity Markets Are So Unpredictable
- Three Signs that a Profit Number is Suspect
- How investors can spot dud income stocks
- How can I find out about a firm’s financial health?
Funds
- How Gearing can change Fund Returns
- What are Open and Closed Ended Funds?
- What are ETFs All About?
- What Makes Hedge Funds Different?
- Five Red Flags for Fund Investors
- NAV – Three Key Letters for Fund Investors
- How Alpha Can Help You Pick Funds
- How to Weigh Up a Fund Using the Sharpe Ratio
- Share Portfolio vs. Funds: A Quick Comparison
- Simple Access to Smart Ideas for Factor Investing
- How investors can avoid a fund liquidity crunch
- Why Passive Investing isn’t Perfect
- Hidden costs investors need to watch – part one
- Hidden costs investors need to watch – part two
How The City Works
- What do banks do?
- What do Brokers do?
- What do Stock Exchanges do?
- The Role of the Bank of England
- Insider Dealing – a Crime Not a Perk
- What’s in the Financial Pages? – Part Two
- What’s in the Financial Pages? – Part One
- Why Markets Fret about US Non-Farm Payrolls
- Why Buy-To-Let Is Only For The Brave
- Why Negative Interest Rates are a Dud for Investors
- Why Shares Bounce Back
- The Pros And Cons Of Peer To Peer Investing
- Why LIBOR Is Making New Headlines
- How Bad News for Banks Could be Good for Investors
- How Spread Betting Works
- What a Weaker Pound Means for Investors
- Brexit and the City: Three Threats
- Why Commercial Property Funds are in the News
- 3 Ways Your Retirement May Alter After the Election
- Why Does FTSE 100 Rise When the Pound Falls?
- How Quantitative Tightening Might Impact Investors
- Difference between Financial Guidance and Advice
- Why predators can be poor investments
- Is the low interest rate era coming to an end?
- Is Another “Minsky Moment” Looming?
- How the World’s Biggest Financial Crime Affects You
- How to Value a Firm – the Basics
Investing Principles
- To Save or to Invest
- The Awesome Power of Compounding
- The Pros and Cons of Property
- What is Inflation and Why Does it Matter?
- Why and How to Save
- Which Average Can You Trust?
- How to Invest – Tips from the Experts
- Three Common Investing Mistakes
- How to Avoid Buying High and Selling Low
- Three Tips for Lazy Investors
- Six Ways You Can Invest like Warren Buffet
- Gold – an Investment or a Gamble?
- Why the Oil Price is so Volatile
- Five Questions that Every Investor Should Ask
- Property or Shares? – Part One
- Property or Shares? – Part Two
- What My Biggest Investing Errors Taught Me
- Rule Of 72: Small Sums Can Make a Big Difference
- Why Investors Must Diversify
- Can Your Home Also Be Your Pension?
- Financial Planning in Four Words
- Lump Sum Versus Drip-Feed Investing
- The Best Way To Invest
- Why The New £1 Coin Won’t Help Savers
- A Short Guide To Crowdfunding
- What is Asset Allocation?
- A Phrase Every Investor Must Grasp
- Why investors must be Scamsmart
- Why the Budget won’t help many first time buyers
- Why Investors Shouldn’t Confuse Risk and Volatility
- How To Invest Money – A Snapshot
- Why we should retire the word retirement
- Five personality traits of successful investors
- Is “value investing” obsolete?
- Why I don’t invest in cryptocurrencies
- Is inflation or deflation on the way?
- What do we fear most about life after work?
- Which key concept matters most to investors?
- What is the best way to save money?
- What should the Bank of England do about inflation?
- How does a Bitcoin ETF work?
- How to take control of your finances as inflation bites
- A short tour of our flagship magazine, Confidant
- Who are the winners and losers of higher inflation?
- What is top of your list of financial priorities?
- How to quickly test a firm’s financial strength
- How to give to charity effectively
- Why investors should care about how company directors are paid
- When investors should cut their losses and sell shares
- Three recession indicators that may no longer be reliable
- How to hit your financial goals without making yourself miserable
- Why investors often make less money than they should
- How to make good use of the 2022/23 tax year
- How much do I need in my “rainy day” fund?
- How to stay financially fit over fifty
- Why popular investing acronyms can be dangerous
- Three financial products you may not need
- Why savers and investors must grasp “real” numbers
- How diversification does, and sometimes doesn’t, help investors
- What investors can learn from “quiet quitters.”
- What a weak pound means for investors
- Why the best advisers know their clients well
Investing Red Flags
Ratios
- What is a Price Earnings (P/E) Ratio?
- What is a Dividend Yield?
- Five Problems with P/E Ratios
- What is Free Cash Flow Yield?
- How to Spot a Cheap Share – the PEG Ratio
- How to Spot a Cheap Share: the Price to Sales Ratio
- Is Return on Equity the Ultimate Ratio?
- The Multiple Expansion Trap for Equity Investors
- EV / EBITDA – Investing’s “Marmite” Number
Shares
- Why Buy Shares?
- What is an IPO?
- Why Dividends Matter
- What are Share Buybacks?
- How Debt Affects Equity Returns
- How Fixed Costs Affect Equity Returns
- How to Buy Shares
- What is the FTSE 100?
- How to Read a Chart – an Introduction
- How to Read a Chart – Bars and Candlesticks
- How to Read a Chart – Golden and Death Crosses
- What is Stamp Duty
- How Put Options Can Help if Markets Dip
- How Call Options May Hike Your Investment Income
- Three Tips for Income Investors
- When to Buy or Sell Shares (Using the RSI)
- How to Manage Liquidity Risk as an Investor
- Liquidity: a Short Guide to a Vital Word
- The Golden Rule of Stock Market Investing
- Why Time Out of the Equity Markets can be Costly
- What Share Buybacks Can Tell Investors
- How to Insure Yourself against the FTSE Falling
- Five Vital Words for Dividend Investors
- How to Buy Insurance against the FTSE Falling
- 3 Reasons Why Investors Should Own Shares
- What are Corporate Actions?
- Seven Things an Investor Shouldn’t Say
- Why Moats Matter to Equity Investors
- Why is the US Stock Market Shrinking?
- Five hidden risks with Exchange Traded Funds
- Why stock pickers are enjoying 2017
- Earnings Manipulation: the warning signs
- The Three Key Drivers of Stock Market Returns
- Terry Smith’s top six investing ratios
- Is there a Magic Formula for Stock Market Success?
- Should You Copy a Company’s Directors?
- What are “meme” stocks?
- Robinhood vs Wall Street – the Gamestop story
- What are penny shares?
- What do equity analysts do?
- Young Investors- How to buy shares
- How equity investors should think about risk
- The World of Funds
- Money- the basics
- Why investors should be wary of buying single stocks
- What’s the key to successful stock market investing?
- Four stock market myths busted
- Why stock markets are so hard to second-guess
- How to give your children a financial lead in 2021
- What should investors do when stock markets drop?
- What is the best way to invest in shares?
- What return can I expect from the stock market?
- What approach works for selecting stocks?
- How do we plan to build lifetime wealth?
- How can I read the mood of the stock market?
- How should we invest money?
- How do I choose between different investments?
- How to quickly weigh up a share as an investor
- What is Warren Buffett’s: investing rule number 1?
- How do I weigh up investment risk and return?
- How to sleep soundly if stock markets wobble
- Sustainable investing revisited
- Why do firms turn their backs on public markets?
- How do you react to a 20% drop in the stock market?
- Why 2022’s stock market tips won’t help investors
- Five New Year’s resolutions for investors
- What is private equity all about?
- Six things to read before 5th April
- How some investors profit from pricing differences
- Investing lessons from the collapse of Theranos
- Should inflation for real yields worry investors?
- How to quickly test a firm’s financial strength
- How to give to charity effectively
- How to invest in volatile markets
- How to compare investments using “IRR”
- Three rules for contrarian investors
- What a bond price “crash” means for investors
- Seven ways to test an investment’s staying power
- Five reasons why investors should ignore the news
- Why are bank shares so beaten up
- What is financial wellbeing
- Why investing is as much art as science
- Ten investing lessons from the crypto crash
- The latest dilemma facing central banks
- Five buying signals for bullish stock market investors
- The mindset of a successful investor
- Inheritance tax planning using AIM shares – part one
- Inheritance tax planning using AIM shares – part two
- Five investing lessons from 2022
- How much cash should I hold?
- Dividends basics 1 – how dividends work
- Dividend basics 2 – safety checks
- Dividend basics 3- tax aspects
- Dividend basics 4 – shares vs bonds
- Fund basics 1 – what is a fund?
- Fund basics 2 – what is a unit trust?
- Fund basics 3 – what are investment trusts?
- Fund basics 4 – what is an exchange traded fund?
- How to pick shares 2 – what is a price/earnings ratio?
- How to pick shares 3 – what is a price/book ratio?
- How to pick shares 4 – what is a price/cashflow ratio?
- Key investing decisions 1 – How much should I invest?
- Key investing questions 3 – an active or passive approach?
- Key investing skills 4 – judgement
- Key investing skills 1 – visualisation
- Key investing skills 2 – patience
- Key investing skills 3 -self awareness
- Key pensions questions 1 – should I have one?
- Key pension questions 2 – what has changed?
- Key pension questions 3 – annuity or drawdown?
- Key pension questions 4 – will I run out of money?
- Key investing jargon 1 – operational gearing
- Key investing jargon 2 – financial gearing
- Key investing jargon 3 – working capital cycles
Understanding Risk
- 3 Risks Every Stock Market Investor Should Know
- Understanding Volatility – What is Beta?
- Understanding Volatility : What is the Vix?
- Volatility: What is Standard Deviation?
- Income Investors : Five Safety Checks
- What are Derivatives?
- Three Ways Investors are Fooled by Their Brains
- Why Hedge Funds are Having a Hard Time
- Three Things An Investor Should Know About Risk
Starter Series
- Starter Series: What Is Money?
- Starter Series: Why Save?
- Saving From the Short to Medium Term
- Starter Series: Longer Term Saving
- The Difference between Income and Capital
- Starter Series: Dealing with Debt
- Starter Series : What is a Mortgage?
- Starter Series: How Do Interest Rates Work?
- Starter Series: What Are Bonds?
- Starter Series : What Are Shares?
- Starter Series: What Are Funds?
- Starter Series: Tax Essentials
- Starter Series : 3 Ways to Reduce Your Tax Bill
- Starter Series : What Are Pensions?
- Starter Series: 5 Top Tips for Savers and Investors
Tax Effective Saving
- Why You Need a Will
- An ISA or a SIPP?
- The Looming Retirement Crisis
- How to Give Children a Financial Head Start
- How to Boost Your Financial Fitness – Part One
- The Pros and Cons of Pension Consolidation
- How Baby Boomers Can Help Boomerangers
- Three Simple Suggestions for Savers
- How to Set Personal Financial Goals
- Probability: Why Premium Bonds May Not Pay Off
- Pension Freedom – Three Risks
- ISAs: A Short Guide
- Why an ISA is a No-Brainer for Investors
- A Short Guide to Personal Pensions (SIPPs)
- Starter Series : What Are Shares?
- 3 Ways Savers Can Help Their Children
- The True Cost of Returning to Work
- How Useful are Enterprise Investment Schemes?
- How Trusts Can Help to Protect Your Family Assets
- How Pension Drawdown Works
- Retirement Saving: Lifetime ISAs vs Pensions
- Two ways ISA investors may avoid Inheritance Tax
- What is Offshore Investing?
- Pros and cons of putting property into your pension
- How will we fund life after work?
- When do we plan to stop working?
- Is Daniel Craig right about inherited wealth?
- Four things financial advisers could do better
- Is “FIRE” really a fast route to retirement?
- What is your “something for me” number?
- Four tax resolutions for 2023
- Tax saving basics 1 – What is an ISA?
- Tax saving basics 2 – what is a JISA?
- Tax saving basics 3 – what is a SIPP
- Tax saving basics 4 – an ISA or a SIPP?
- How to generate income part 1 – using cash
- How to generate income part 2 – using bonds
- How to generate income part 3 – using shares
- How to generate income part 4 -using property
Bonds
- Fixed Income Securities – Basic Features
- Fixed Income Securities – Rewards and Risks
- One Word Every Bond Investor Should Understand
- Bond Market Red Flags – Yield Spreads
- Fixed Income Basics – the Yield Curve
- Fixed Income Basics – Convertible Bonds
- Bond Fund or Bond Portfolio
- Why Sky-High Bond Prices Have Kept On Rising
- Bond Basics – A Refresher
- Is the Yield Curve Flashing Green or Red?
- 4 Bond Market Signals Investors Should Watch
- 2016’s Puzzle: Rising Bond and Share Prices
- Who are the “bond vigilantes” and why are they active again?
- How to avoid “debt distress”
- How to approach bond investing
