Articles by Kaylie Pferten

Kaylie Pferten

Kaylie Pferten

A pilot of submersible crafts in a former life, now married to my husband David and writing about investment advice.

The benefits of value investing over growth are being rediscovered by investors
Investment Advice

The benefits of value investing over growth are being rediscovered by investors

However, the other primary investment style appears to be making a comeback. Although I wasn't at BFIA in 2012 when our investmen...

How to make money from selling investment trusts
Investment Advice

How to make money from selling investment trusts

Corporate action and record consolidation occurred in the investment trust industry last year. 2025 will be a noteworthy year as well, if...

How much do retirees typically spend annually?
Personal Finance

How much do retirees typically spend annually?

On average, retirees spend slightly more than $22,000 annually, which is nearly $10,000 less than what is advised for a moderate retireme...

What is your own inflation rate, and how is it determined?
Personal Finance

What is your own inflation rate, and how is it determined?

Did your own rate of inflation increase more or less than the average for the country? Inflation data, which shows how much costs...

How do the top trading platforms for investors in the UK compare?
Investments

How do the top trading platforms for investors in the UK compare?

Millions of investors use trading platforms in the UK to access international stock markets. The most costly, the best for customer servi...

The best investments to make right now are to support Britain
Investment Advice

The best investments to make right now are to support Britain

However, the tide is shifting, and astute investors ought to jump on this now. Over the past 20 years, the UK stock market has no...

Will defense stocks become the next big thing?
Investment Advice

Will defense stocks become the next big thing?

Who are the main players? According to new research, investors' top growth hope appears to be defense stocks, which are overtakin...

Two million people take their retirement funds out before they reach the state pension age
Personal Finance

Two million people take their retirement funds out before they reach the state pension age

New data raises concerns about whether people are withdrawing funds from their pensions too soon, as seven out of ten pension savers who ...

Deep-value real estate is what Picton Property is
Investments

Deep-value real estate is what Picton Property is

Over the past six months, the real estate investment trust (Reit) industry has seen a surge in takeover activity. Recently, Tritax Big Bo...

It is "unbelievably unfair" that inheritance tax is applied to pensions even if you pass away before the age of 55
Personal Finance

It is "unbelievably unfair" that inheritance tax is applied to pensions even if you pass away before the age of 55

This could discourage people from saving for retirement and "risks eroding trust in the pension system," according to experts....

A significant decline is the most likely result of the AI boom
Investment Advice

A significant decline is the most likely result of the AI boom

Each of the two businesses, Microsoft and Nvidia, is valued at over $4 trillion. That is more than the combined yearly output of Japan an...

Take advantage of the potential in funds that concentrate on private assets
Investment Advice

Take advantage of the potential in funds that concentrate on private assets

Finding deals in the investment-trust industry has always been the main goal of the Migo Opportunities Trust strategy, but Migo 2.0 now a...