Risk & Volatility
Preparing a portfolio for someone else
A portfolio that only one person understands is fragile, and the failure mode arrives at the worst possible time.
Topic
planning
Every Finance Spyder article tagged planning — 5 pieces across 3 sections.
Behaviour
Making decisions with a partner
Two people with different risk tolerances need a shared plan, and one person holding all the knowledge is a vulnerability.
Behaviour
Writing an investment policy for yourself
One page written when calm prevents most of the decisions that damage portfolios during stress.
Risk & Volatility
Stress testing your own plan
A plan that works in expected conditions is not a plan, and testing it against bad ones takes an afternoon.
Investing Basics
How much you need to invest
Working backwards from a target produces a contribution rate, and the number is generally higher than people assume.