Guide: The history of investing and what you can learn from the past
Posted by siteadmin on Monday 28th of June 2021.
Investing has been around for centuries and the basics haven’t changed as much as you might think. Technology has changed how we invest, but some of the investment lessons from the past are just as relevant today as they were in the 1600s.
Our latest guide looks at the foundations of modern investing, and what you can learn from the past, including:
- How the first stock markets came to be
- Why you should focus on the long term
- Why it’s important to diversify
- Why it’s impossible to consistently predict market movements
- How following the crowd can mean you don’t choose investments that are right for you.
Download “The history of investing and what you can learn from the past” to learn more about how investing began and why some of the lessons still apply today.
Archive
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2024
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October
- Your Autumn Budget update – the key news from the chancellor’s statement
- 2 valuable types of financial protection to consider if you have a family
- Investment market update: September 2024
- Why inflation solutions should remain part of your long-term financial plan
- Climbing annuity rates could boost your retirement income
- Inheritance Tax: How does the UK compare internationally?
- Could a financial plan give you the confidence to retire sooner?
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July
- The value of financial planning: How it could help you achieve your aspirations
- The fantastic benefits of basing your financial plan on happiness
- How “time travelling” as part of your financial plan could help you secure your goals
- What is cholesterol and how does it affect your health?
- How to effectively protect your identity and your finances from criminals
- Higher-rate taxpayers: Beware of the 60% tax trap
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April
- Investment market update: March 2024
- Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
- The announcement of the new UK ISA marks 25 years of tax-efficient savings
- More retirees may need to consider tax liability as State Pension nears the Personal Allowance
- Running out of money tops retirement concerns, but financial planning could bring peace of mind
- Retirement planning: Bringing together your goals and finances
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March
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January
- Investment market update: December 2023
- The feel-good news stories you might have missed in 2023
- Why general elections in 2024 could lead to volatile investment markets
- The pros and cons of choosing a living legacy over leaving an inheritance
- Retirement planning: Should you consider a phased retirement?
- The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
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2023
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November
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October
- Investment market update: September 2023
- 5 useful conversations to have this Talk Money Week
- HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability
- 5 common mistakes when writing a will that a solicitor could help you avoid
- Financial security is the most important retirement goal for 9 in 10 Brits
- 3 valuable reasons your financial reviews are important
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July
- Investment market update: June 2023
- The 3 types of tax you need to understand before investing in buy-to-let
- 5 excellent reasons families use trusts
- Savers celebrate rising interest rates, but it could mean an unexpected tax charge
- 7 common but potentially harmful Inheritance Tax myths debunked
- Retirees, don’t overlook the surprising risk of underspending in retirement
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April
- Investment market update: March 2023
- Forget the new year, spring is the perfect time to set new goals
- Financial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”
- 51% of adults don’t have a will. Here’s why it should be a priority task
- 4 valuable ways a financial planner can help you tackle “overwhelming” pension information
- Estate planning: Do you need to include Inheritance Tax?
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March
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January
- 3 key autumn statement changes you need to be aware of for the new tax year
- Have you used your pension Annual Allowance? Here’s why you should review it before the tax year ends
- 6 feel-good news stories from 2022 to make you smile
- Investment market update: December 2022
- Revealed: The key to happiness in retirement is focusing on experiences
- 3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances
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2022
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October
- Investment market update: September 2022
- More people are turning to equity release to boost their income. Find out why here
- What wishes should you set out when creating a trust to pass on wealth?
- Living legacies are on the rise. Here’s what you need to know about them
- The UK ranks 19th globally for retirement security. Here’s why and what you can do
- Before you increase pension withdrawals as the cost of living rises, here’s what you need to consider
- Why it’s important to remain calm amid continuing economic uncertainty
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August
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July
- Inflation: What happened the last time the cost of living was rising this rapidly?
- Investment market update: June 2022
- How delaying retirement could help you maintain your standard of living as inflation rises
- Should you voluntarily pay National Insurance contributions to boost your State Pension?
- 5 compelling reasons why you should share a financial planner with your family
- Modern retirees are increasing their spending in later years, and it could affect your financial security
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April
- The useful guide to reaching your retirement goals
- Investment market update: March 2022
- Why it pays to use your 2022/23 ISA allowance right now
- “Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities
- Do you think you’d never be fooled by a scammer after watching the Tinder Swindler? Here are the tricks fraudsters use
- HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?
- Why good retirement planning is about more than your pension and money
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February
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January
- Your complete 2021/22 end of tax year guide
- 7 different ways you can leave gifts in your will
- Investment market update: December 2021
- 3 personal finance risks in 2022 and what you can do about them
- 2 allowances to use before the end of the tax year to make your retirement more comfortable
- 8 things to do if you’re retiring in 2022
- 5 steps that could provide financial security for your partner if you pass away
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2021
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October
- Everything you need to know about the 2021 Autumn Budget
- Investment market update: September 2021
- 7 signs of stress and how to combat them to improve your wellbeing
- 7 steps to take when you receive an inheritance to make the most of it
- 5 reasons you need to write a will (and keep it up to date)
- Why you need to complete an expression of wishes alongside your will
- Are you taking enough risk with your pension? Being too cautious could mean lower returns
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September
- Investment market update: August 2021
- After 2 “once in a lifetime” economic events in 12 years, how can you protect your assets?
- Should you use savings to help children pay for university?
- 83% of parents are saving for their children in cash, but it might not be a good idea
- 3 things to think about if you want to relocate in retirement
- When can you access your pension? It might be further away than you think
- Guide: Leaving an inheritance vs gifting during your lifetime
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August
- The guide to later-life planning and care
- Investment market update: June 2021
- Everything you need to know about financially supporting children through university
- “It won’t pay out” and other financial protection myths busted
- Can you still earn an income from investments in 2021?
- Are Premium Bonds and other prize draws a good option for your savings?
- Is £26,000 the secret to a happy retirement?
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June
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April
- Employee benefits that self-employed workers miss out on, and how to bridge the gap
- What does “rebalancing” your portfolio mean and why is it important?
- Why opening a pension for a child before they start school can unlock powerful growth
- 3 reasons to make social care part of your retirement plan
- Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?
- How the tax freezes announced in the Budget could leave you worse off
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March
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January
- The 2020/21 end of the tax year guide
- Is health insurance something you should consider?
- £1.9 billion gifted to younger generations during the pandemic
- Financial health check: How do you score?
- Are Premium Bonds a good place for your savings?
- Beware of pension trap when accessing your pension before retirement
- The importance of taking stock of your pension withdrawals after market volatility
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2020
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December
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November
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October
- Guide to ESG investing
- Accessing a Child Trust Fund: What are the options?
- Financial planning week: 10 steps to take before New Year
- How a will can help you reduce Inheritance Tax
- 5 steps the self-employed should take to prepare for retirement
- Should you take a tax-free lump sum from your pension?
- Pension age rises to 57: What does it mean?
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September
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July
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April
- There are 4 different types of ISA available. Your guide to choosing the right one for you
- Bank of England interest rate cut: What does it mean for finances?
- What does coronavirus mean for my pension and retirement?
- 2020/21 tax year: Exemptions and allowances
- Your complete guide to the 2020 Budget
- Small business owner? Here are the measures in place to help you through the pandemic
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January
- DIY money management could cost you in the long run
- 5 things to keep in mind when you review your investments in 2020
- 6 things the mini-bond scandal can teach investors
- How have VCTs been used in the last 25 years?
- The tapered annual allowance: What you need to know
- How do UK pensions compare to the rest of the world?
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2019
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October
- What to consider when investing for a child’s future
- How financial planning goes beyond simple calculations
- What is compound interest and how does it affect you?
- Bonds: How do they fit into your investment portfolio?
- 7 things to review when looking at your pension
- Is it worth paying into a pension if you’re approaching retirement?
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July
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April
- Could the Japanese tradition of Kanreki help with your retirement planning?
- Protecting your money from inappropriate investment products
- Considering ethics in finance
- Premium Bonds: What are they and should you purchase them?
- The cost of opting out of a Workplace Pension as minimum contributions rise
- Your guide to purchasing an Annuity
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January
- One million Brits unable to work for more than a month each year
- Does bias affect your financial security?
- What should you consider when weighing up your investment risk profile?
- How to protect your pension income during volatility
- Three things to know about sustainable investment
- Do you know your State Pension age?
- Pension cold calling ban: What does it mean for scams?
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2018
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October
- Autumn Budget 2018: Were you a winner or a loser?
- Autumn Budget 2018: Everything you need to know
- Have you considered the cost of care in retirement?
- Sustainable investment continues to grow
- Seven questions to ask before you start investing
- Could your retirement income be below minimum wage?
- The cost of university: Parents expecting to pay £17,000
- Making sure your pension lasts a lifetime as withdrawals increase
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August
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July
- A guide to Premium Bonds as NS&I announce 1.4 million unclaimed prizes
- Pretirement: Why work during retirement?
- Six reasons to write a will even if you think you have nothing worth inheriting
- 10 signs it’s time to get financial advice
- The digital hurdle preventing retirees from accessing state benefits
- The importance of independent living in later life
- Early days: Upturn in young adults saving for retirement, but millions still lag behind
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April
- Knowledge is power: Do you know what your pension is worth?
- UK homeowners more financially stable than other countries
- Knowing your goals: How to plan your retirement around the things that matter to you
- Are you in a financially compatible relationship? …And does it matter?
- Four ways Pension Freedoms has changed retirement
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January
- Seven changes you need to know about in 2018
- 62% of adults don’t understand inflation; here’s our quick explainer
- 2018: A big year for auto-enrolment
- Almost half of millennials feel that advice will benefit their savings
- Pension Freedoms: Ignorance isn’t bliss
- Urgent call from MPs to ban pension scam cold calls
- Seven tips for choosing the right savings account
- The effects of inflation - and how to combat them
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2017
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November
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October
- Should you invest in Buy to Let when you retire?
- Retirement: Why saving too much, in the wrong place, could cost you thousands
- Debunking the Critical Illness Cover myth
- Should you give money away to reduce your Inheritance Tax (IHT) bill?
- Bank of Mum and Dad still doing brisk business
- Retirement: Do you have enough?
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August
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July
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June
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May
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April
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2016
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March
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January
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2015
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November
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September
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