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27 Nov How can working with a financial planner add value? Freeing up time.

Posted at 15:01h in Financial planning, Lifestyle, People, Productivity
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The extent to which people will put up with something which negatively affects them before they will take action is amazing. Working with a financial planner can free up time you may not have. ...

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24 Nov THE WEEKEND STARTS HERE...

Posted at 14:30h in Books, Investment, Lifestyle, People, Risk
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Managing the Earth's resources, why books are about so much more than reading and why you can't help but listen to the Portsmouth Sinfonia. ...

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20 Nov How can working with a financial planner add value? Getting Things Done

Posted at 11:11h in Behaviour, Clients, Engagement, Financial planning, Goals, Leadership
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Our value is not so much in what we tell our clients but in what we can motivate them to do. Having a strategy is not the end goal, it’s only the start. ...

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17 Nov The Weekend Starts Here - interesting snippets from around the web

Posted at 14:30h in Behaviour, Investment, People, Philosophy
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The Dead Man Fund, keeping an open mind, avoiding overconfidence, optical illusions and Google's truth serum. Some of what caught my eye this week...

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13 Nov Risk - Deep & Shallow Waters

Posted at 14:54h in Lifestyle
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Investors know that, to achieve higher returns than those available by keeping their money in a savings account, they need to be prepared to take some risk. ...

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10 Nov THE WEEKEND STARTS HERE

Posted at 14:30h in Behaviour, Business, People
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New habits, tips to manage your time, the demographics of an ageing global population and find out why our brain really is our most valuable asset. No one can accuse TFB of lack of diversity....

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08 Nov Investment Basics

Posted at 16:03h in Investment
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Our latest animation is up on our You Tube channel ...

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06 Nov Books I read in........ October 2017

Posted at 15:50h in Behaviour, Books, Business, Leadership, Management, People
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How to tell if you're working with a psychopath; a fascinating diary on The Great Depression with an investment perspective; what really motivates us to do a job to the best of our ability (clue, it's not money!); and how to cram as much life...

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03 Nov THE WEEKEND STARTS HERE

Posted at 16:27h in Behaviour, Business, People
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What do ancient money stones on a tiny Pacific island and cryptocurrencies have in common?...

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30 Oct Being on your best behaviour

Posted at 09:26h in Behaviour, Education, Investment
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As investors, we have to contend with the erratic and irrational way in which we think and behave. A lack of knowledge, combined with a number of illusions and biases, can lead to errors in making decisions that can turn out to be very...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.