Skip to main content

Links tagged with “finance”

  1. Retirement Planner Links — James Shack

    Love a good retirement planner spreadsheet.

  2. Everything you don’t actually need to know about the economics of Succession | Financial Times

    Interesting, if futile. (via Money Stuff)

  3. The Safe Withdrawal Rate Series – A Guide for First-Time Readers – Early Retirement Now

    A 49-part (!) series of blog posts about safe withdrawal rates for retirement. (via Monevator)

  4. Matt Levine’s Money Stuff: Looking for Tether’s Money - Bloomberg

    Explaining how finance works. I’m glad he didn’t write economic text books decades ago because I might have stuck with economics A Level.

  5. The Absurdity is the Point - Galaxy Brain

    A decent attempt to try and describe the weirdness of the current state of internet / crypto / meme news. “Personally, it scrambles my brain.” (via Web Curios)

  6. Accounting for big expenses and depreciation in your FIRE budget - Monevator

    I haven’t often seen this aspect discussed at length in early retirement planning articles.

  7. Dynamic asset allocation and withdrawal in retirement - Monevator

    The second of the three posts about living off his investments (the third is less interesting).

  8. Decumulation: a real life plan - Monevator

    The first of three posts in which The Accumulator outlines his financial plans for living off his investments.

  9. UKEthicalInvesting - making money in a responsible way

    Only just come across this subreddit. Been going since April 2020. Ethical investing often gets dismissed in other investing places, so interesting to have this.

  10. What’s your financial origin story? (Monevator)

    Scores of interesting comments from readers about how and when they began saving/investing in order to, hopefully, become financially independent.

  11. LifeSplat.com

    UK retirement calculator that looks different from the usual. Would be nice if some of the assumptions could be tweaked.

  12. FI Calc

    Not only an extremely nicely done retirement calculator but it also has a clearly-written guide.

  13. Low cost index trackers that will save you money

    I’d forgotten this occasionally-updated post existed.

  14. Anna Shipman : JFDI - Finance for non-accountants

    Nice clear explanation of profit and loss, balance sheets, etc.

  15. What is a sustainable withdrawal rate for a world portfolio? | Monevator

    I’ve read many times that a 4% “safe withdrawal rate” is too optimistic, but not a simple breakdown like this of the adjustments to it that one should make.

  16. The SEC Isn’t OK With Spouses Who Eavesdrop - Bloomberg

    Of the several topics that recur in Matt Levine’s Money Stuff newsletter, the “what counts as insider trading” topic is always interesting and quite fun.

  17. Book: Living off Your Money, by M. McClung - Bogleheads.org

    I got through most of this long topic earlier in the year, and the book sounds good. But it’s time to close the tab.

  18. How I track investment returns - Young FI Guy

    Impressive spreadsheet for tracking a portfolio. (via Monevator)

  19. Bloomberg Opinion - Money Stuff

    Matt Levine’s weekdaily email is so good. US-focused business/finance, clearly written (some of it a bit over my head), a personality, some great lines, and lots of it.

  20. Portfolio Charts – a picture is worth a thousand calculations

    Mainly saving this simply because, rarely for a personal finance site involving data and charts, it looks reasonably designed.

  21. My investment-tracking spreadsheet | FIRE v London

    Fairly complex spreadsheet for tracking investments across multiple (UK) trading accounts.

  22. UK Finance Detailed Flowchart : UKPersonalFinance

    Attempting to create a flowchart for deciding how to pay debts and/or save. Its hard to make this stuff both simple and general.

  23. They don’t tax free time (Monevator)

    A good post and loads of comments - lots of people talking about working less to avoid going into the higher tax bracket.

  24. Platform Accounting – Directors’ remuneration planning – optimal 2015/16 salary & dividends combination

    Quite nicely explained.

  25. Why 4% Could Fail

    The 4% Safe Withdrawal Rate should be closer to 2%. Maybe less, especially for many countries outside the US. (via Monevator)

  26. Noh-Joon Choo’s answer to If Warren Buffett had to start today, could he still reach his current level of wealth? - Quora

    Nice clear explanation of how Berkshire Hathaway uses their insurance companies’ funds to increase their overall rate of return.

  27. Minimum salary required in London: £500k? | FIRE v London

    Staggering. You might need something to take out your anger on.

  28. How to unitize your portfolio

    Long and, inevitably, dull. But I’d wondered how to do this kind of thing.

  29. I’m Just Now Realizing How Stupid We Are

    One thing learned from writing 3000 Motley Fool columns: “I’ve learned that short-term thinking is at the root of most of our problems, whether it’s in business, politics, investing, or work.” One for the futurists there. (via Kottke)

  30. Which asset allocation is right for you?

    Some nice summaries of different balances of passive investment portfolios.

  31. Financial calculators and tools collected

    All the financial calculators, mostly UK-oriented, you could need.

  32. John Lanchester · Are we having fun yet?: The Biggest Scandal of All · LRB 4 July 2013

    This and the second part are so worth a read. Banks are mind-boggling.

  33. 9 lazy portfolios for UK investors

    It’s annoyingly rare to come across UK-specific guidelines for portfolios, so this up-to-date set of examples is handy.

  34. Do We Need to Fire the Entire Financial Advice Industry?

    A good rant about how much financial advice assumes the advice-seeker’s large level of spending is perfectly fine.

  35. Fund directory - Investment Management Association

    Compared to other fund searching tools, this is quite quick and simple, and has an “Ethical” filter. (via Monevator)

  36. FIRECalc: A different kind of retirement calculator

    It amazes me someone could go to this much effort to create a very complex tool (scroll down…) but leave the interface so bafflingly impenetrable. (via Mr Money Mustache)

  37. Retirement Researcher Blog: The Shocking International Experience of the 4% Rule

    Historical number-crunching, looking at one of the universal rules-of-thumb of financial blogs. (via Monevator)

  38. Bestinvest | Fund Search | Comments | Ethical | ISA | page 1

    Aha, Besinvest’s Fund Search tool’s Advanced search options lets you filter by “Investment Themes”, such as Ethical. It’s a start.

  39. Investments & ISAs | Your Ethical Money (an EIRIS initiative)

    Big searchable table of ethical funds.

  40. Ethical Funds | Save up to 100% on Initial Charges!

    Lists of Ethical Funds for ISAs (more categories in left-hand menu. It’s been hard just to find what’s available anywhere.

  41. Early Retirement Extreme: — written by Jacob Lund Fisker, Freelancer

    Fascinating to read something like this (save 70-80% of your income, invest it, spend little, retire after five years) written by someone who has the perspective to know it’s not for everyone. (via Oliver Burkeman’s Guardian column)

  42. Collective2 - Find the trading strategy best for you

    A site for finding different stock market trading algorithms. Some very nice touches, but still bewildering to me. I could get so lost in this stuff if I had the time. (via Tom Taylor)

  43. Fundable Online Fundraising

    Ask people to pledge money to something you do. No one pays anything until you reach your funding target. (via Kevin Kelly)

The most common tags

  1. webdevelopment (833)
  2. london (399)
  3. uk (357)
  4. music (308)
  5. mac (189)
  6. javascript (187)
  7. lrb (176)
  8. css (161)
  9. history (161)
  10. maps (159)

More…