18 Feb Rebalancing 101: The What, Why, When & How
Rebalancing can often be relegated to the drawer marked ‘Things I know I should do, but I’m not sure where to start’. So, let’s take a look at the basics....
15 Feb The Weekend Starts Here...
Posted at 11:47h
in Behaviour, Books, Business, Clients, Financial planning, Investment, Leadership, Risk
The best of what I read, watched and listened to this week...
11 Feb History Is Written By The Victors
When looking at performance data, think about whether you are ‘missing what’s missing’. A look at survivorship bias when selecting funds for your portfolio....
08 Feb The Weekend Starts Here...
The best of what I read, watched and listened to this week....
06 Feb Books I Read In... January 2019
Photo Pixabay I keep hearing people say, “Where did January go?”, and admit I feel much the same. The month seemed to be over remarkably quickly – which for me, at least, is odd as it’s a month that I normally find drags its feet. My January...
04 Feb Top 10 Books I Read In 2018
I read a lot of great books last year and it was difficult narrowing them down to a top 10, but here they are ...
01 Feb The Weekend Starts Here....
Posted at 11:44h
in Behaviour, Clients, Financial planning, Investment, Management, People, Productivity, Risk
Photo by freestocks.org from Pexels The post which got me thinking the most this week was this one. It looks at the benefits that can be gained from being inefficient at certain tasks. As a productivity ninja, this goes against the grain of how I think, but this piece...
29 Jan Bloomsbury Abroad!
A couple of weekends ago the team and their partners flew over for a wintry few days in the Gers. Here’s some of what we got up to ...
25 Jan The Weekend Starts Here...
Posted at 11:58h
in Behaviour, Business, Clients, Engagement, Financial planning, Goals, Investment, Leadership, Lifestyle, People
The best of what I read, watched and listened to this week...
24 Jan Here's The Prescription
One of the key characteristics that distinguishes an expert is their ability to filter information and make increasingly refined distinctions about the situation at hand....