4% rule - My Own Advisor

What is a Financial Plan and what should it cover?

Posted on December 9, 2020 by Mark | 16 Comments

What is a Financial Plan and what should it cover? A Financial Plan: your documented plan to meet short-term needs, with confidence you can achieve your long-term objectives, while managing risk. That’s a bit to unpack but that’s my quick…

Weekend Reading – Biggest stocks and ETFs, OAS, 4% or 5% rules, stay invested and more #moneystuff

Posted on October 24, 2020 by Mark | 12 Comments

Weekend Reading – Biggest stocks and ETFs, OAS, 4% or 5% rules, stay invested and more #moneystuff Hi All, Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across…

Weekend Reading – The Safe Withdrawal Rate (SWR) debate, buying QQQ ETF, new dividend milestones and more!

Posted on September 5, 2020 by Mark | 12 Comments

Weekend Reading – The Safe Withdrawal Rate (SWR) debate, buying QQQ ETF, new dividend milestones and more! Hey Everyone, Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across…

Weekend Reading – Debt, tech boom, 4% rule, how to build a dividend portfolio and more!

Posted on August 7, 2020 by Mark | 40 Comments

Weekend Reading – Debt, tech boom, 4% rule, how to build a dividend portfolio and more! Hi All, Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across the…

Weekend Reading – Personal IPS, reader questions, DIY financial planning and more #moneystuff

Posted on June 6, 2020 by Mark | 5 Comments

Hi Folks! Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across the personal finance and investing blogosphere. Great day to be outside! I will be out there very,…

Why the 4% rule is actually (still) a decent rule of thumb

Posted on June 2, 2020 by Mark | 37 Comments

Why the 4% rule is actually (still) a decent rule of thumb I’m not a huge listener to podcasts but I do enjoy them from time to time – beyond the ever popular Joe Rogan Experience that is. Recently, I…