Tucana Insights

Move along, nothing to see here…

It's August. So it's time for your quarterly review from Dimensional. But it's also holiday time, so we don't want to bother you too much. Anyway, there's nothing to get excited about. The key takeaways are pretty boring, to be honest. But here...

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“Absolute tosh”

Sometimes the financial services industry makes us sooooo angry. If you like reading a good rant, you'll love this article. It's so ranty you could call us Ranty McRantFace. Absolute return funds are absolute tosh Absolute return funds are offered by big...

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Investing. What NOT to do.

If you want to invest sensibly, here are ten things you SHOULDN'T be doing: Buying and selling investments every month, day, week or hour Researching all the thousands of publicly traded securities on an ongoing basis Changing your mind....

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Worried about long-term care? Don’t be.

When talking about lifetime cashflow, clients often say: "I need loads of money in case I need long-term care." It's one of the main concerns people express. But should they be worried? No. For one thing, the chance you will need long-term care...

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Risky business

One of the fundamental things that financial planners talk about is a client’s attitude to investment risk. The starting point is usually a questionnaire. It includes questions about a person's attitude to financial risk, as well as their mental attitude...

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