Investment Strategies
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Your platform will have to show you what it charges: the FCA’s CP26/24 explained
Read more: Your platform will have to show you what it charges: the FCA’s CP26/24 explainedThe FCA has proposed changing how platforms, advisers and wealth managers tell you what you are paying. CP26/24 closes on 21 August 2026. It would drop the cumulative-costs illustration, require total costs in pounds and pence as well as percentages, keep investment trust costs out of the headline figure, and stop firms both charging a…
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FCA investment-trust reforms (CP26/21): what the Saba conflict rules mean for retail investors
Read more: FCA investment-trust reforms (CP26/21): what the Saba conflict rules mean for retail investorsThe FCA’s CP26/21 proposes new conflict-of-interest rules for investment trusts after the Saba Capital campaigns. Here is what the 2026 consultation means for ordinary shareholders.
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Why a 2026 Fed rate hike is now the base case: what May’s hot PCE means for US savers, borrowers and retirees
Read more: Why a 2026 Fed rate hike is now the base case: what May’s hot PCE means for US savers, borrowers and retireesMay core PCE hit a two-year high and made a 2026 Fed rate hike the base case. The Fed raised rates in September. What it means for US savers and borrowers.
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From rate cuts to a rate hike: what May’s jobs report and Warsh’s first FOMC mean for US savers, borrowers and retirees
Read more: From rate cuts to a rate hike: what May’s jobs report and Warsh’s first FOMC mean for US savers, borrowers and retireesMay’s +172,000 jobs report flipped the market from pricing Federal Reserve rate cuts to pricing a hike. Here is what Kevin Warsh’s first FOMC meeting on 16-17 June means for US savers, borrowers, and retirees, and why the Fed’s balance sheet matters as much as the rate.
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I-bonds rise to 4.26% for May-October 2026: the US sibling to UK Premium Bonds
Read more: I-bonds rise to 4.26% for May-October 2026: the US sibling to UK Premium BondsThe US Treasury raised the Series I Savings Bond composite rate to 4.26% for the May to October 2026 window, with the fixed-rate component holding at 0.90% locked for the bond’s 30-year life. We compare I-bonds against the best high-yield savings accounts, CDs, T-bills and TIPS, and set out who actually benefits at the current…
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FIRE Movement: The Complete 2026 Guide to Financial Independence and Early Retirement
Read more: FIRE Movement: The Complete 2026 Guide to Financial Independence and Early RetirementFIRE planning in 2026: the ACA subsidy cliff is back, Morningstar lifted the safe withdrawal rate to 3.9%, and the IRS pushed limits higher. FI number, healthcare bridge, Roth conversion ladder, and five interactive calculators.
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Tax-Loss Harvesting Strategy Guide (2026): Complete US & UK Implementation for DIY Investors
Read more: Tax-Loss Harvesting Strategy Guide (2026): Complete US & UK Implementation for DIY InvestorsCrystallise capital losses without tripping the US wash-sale rule or the UK 30-day bed-and-breakfasting restriction. 2026 figures, the ETF pairs that actually work, when automated services beat DIY, and the ten mistakes that quietly destroy most harvesters’ tax benefit.
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Mega Backdoor Roth: Complete Implementation Guide (2026)
Read more: Mega Backdoor Roth: Complete Implementation Guide (2026)Mega backdoor Roth lets high earners route up to $47,500 into Roth accounts in 2026. Step-by-step on eligibility, employer plan compatibility, conversion mechanics, and the SECURE 2.0 rules now phasing in.
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HSA Investment Strategy: How to Use the Triple Tax Advantage for Retirement
Read more: HSA Investment Strategy: How to Use the Triple Tax Advantage for RetirementOnly 13% of HSA owners invest their balance, leaving the triple tax advantage on the table. A 30-year-old contributing $4,400 a year can build over $430,000 tax-free by retirement. With OBBBA’s 2026 expansions (Bronze and Catastrophic ACA plans now HSA-eligible, permanent telehealth safe harbor, Direct Primary Care arrangements compatible), HSAs are within reach of more…
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Best Way to Invest £50,000 in Property: Complete 2026 UK Guide
Read more: Best Way to Invest £50,000 in Property: Complete 2026 UK GuideSeven strategies to invest £50,000 in UK property in 2026/27: real returns, hidden costs, regional analysis, and the tax updates every landlord needs to know.
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