Behaviour Archives - The Financial Bodyguard Blog Site

10 Aug The Weekend Starts Here...

Posted at 11:15h in Behaviour, Books, Clients, Financial planning, Investment, Money values, People, Risk

3 cracking books; Appealing Fictions; Making a Market; Timeless Investment Principles; To Do lists; Capitalism; Asking for Help; The (other) problem with active management; Zero fee funds; Table Stakes; French pastry wars. The best of what I read and watched this week...

20 Jul The Weekend Starts Here...

Posted at 15:19h in Behaviour, Clients, Financial planning, Investment, Lifestyle, Risk

Diversification; luck; the similarities between investing & gardening; magical thinking; staying humble; what makes a great investor; gold or stocks; the importance of having an IPS; camera wielding pigeons. Things which caught my eye this week....

13 Jul The Weekend Starts Here...

Posted at 09:54h in Behaviour, Books, Clients, Financial planning, Investment, People, Risk

There's no such thing as too big to be simple; asset allocation across different ages; the ugly side of social media; you can't measure what's going on in people's heads; our behavioural biases; selecting an active fund manager; reading; financial therapy & marathons fuelled by...

10 Jul Making the Transition from Saving to Spending

Posted at 13:00h in Behaviour, Financial planning, Goals, Investment

Here are six tips to help you to avoid the common mistakes people make and to enjoy your hard earned financial independence....

06 Jul The Weekend Starts Here...

Posted at 10:43h in Behaviour, Books, Clients, Engagement, Financial planning, Investment

Books I read in June; advice to a stranger; proof negative; betting on things that never change; EBI West 2018; boring is good; the #1 rule in investing; fighting the good fight. The best of what I've been reading & listening to...

04 Jul My Key Takeaways From EBI West 2018

Posted at 09:37h in Behaviour, Business, Clients, Engagement, People

I recently spent a few days at beautiful Dana Point, California, attending EBI West – an annual conference organised by IMN and Ritholtz Wealth. It was a big investment – of both money and time – but worth it. Here are my key...

03 Jul Books I Read In.... June 2018

Posted at 09:00h in Behaviour, Books, Investment, People

Bailout Nation by Barry Ritholz; Factfulness by Hans Rosling; I, Fatty by Jerry Stahl and Big Mistakes by Michael Batnick. The best of what I read in June....

19 Jun Who Can I Help?

Posted at 14:30h in Behaviour, Clients, Engagement, Money values, People

In early December 1999 I had one of those experiences in my career which I knew I was never going to forget. My first appointment that day was with a woman whose husband had recently committed suicide...

15 Jun The Weekend Starts Here...

Posted at 10:30h in Behaviour, Financial planning, Investment, People, Risk

How to make better decisions; the difference between speculating & investing; repeating themes; the depression meme; costs matter; the new normal; it could happen to anyone; the unexpected leads to the unexpected; focus on what you can control; why markets ignore Trump; a mind boggling...

08 Jun The weekend starts here...

Posted at 08:48h in Behaviour, Books, Financial planning, Investment, Risk

Is The Handmaid's Tale fast approaching? The Psychology of Money. If bomb disposal experts can remain calm at work, so can you. News is Old. Life expectancy in Britain. The Next Fifty Years. Investor Coevolution. The importance of remaining intellectually curious. How do...