Noel Whittaker's Blog
By Noel Whittaker
Estate planning is a critical issue as the population ages, but many people still don’t understand the consequences of not getting it right. Just recently a reader asked for advice about his family situation. His mother-in-law has instructed that the family home be sold when she dies, and the proceeds split equally among the family …
Interest rates are dropping, with indications that the trend is still downwards. This has meant that many investors are looking for ways to get their portfolios back on track. Index funds are often talked about, but I often hear comments like “aren’t they risky – what will happen the next time the market falls?” There …
I have written before about the problems faced by retirees, who don’t have a credit card, and who are trying to get one. Often it may be a widow who is declined, because the family credit card was held in the name of the husband, often the breadwinner, with the wife having a supplementary card …
It’s a turbulent time for investors, with share markets jumping all over the place in response to factors which include a trade war with China and civil disobedience in Hong Kong. Volatility is nothing new, but it does have the potential to worry inexperienced investors. One morning they wake up and the markets are showing …
Recently I wrote about the Rule of 72 and pointed out that it was wonderfully simple tool which can be used in many circumstances. Just to refresh your memory it is an easy way to do compound interest calculations in your head. The best part is that you don’t have to be a mathematician to …