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07 Sep The Weekend Starts Here...

Posted at 14:14h in Behaviour, Business, Financial planning, Goals, Investment, Leadership
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My weekly compilation of the best of what I read, watched or listened to from the world of finance...

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29 Aug The Thanksgiving Turkey

Posted at 12:15h in Behaviour, Investment
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Recency bias permeates all aspects of our lives. Fortunately, as an investor, there are several steps you can take to mitigate its effects....

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20 Aug Hubris Always Seems Ridiculous – Until It's Our Own

Posted at 15:16h in Behaviour, Investment
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There are many steps we can take as investors to shield ourselves from the worst aspects of our emotional behaviour, but one of the most effective, by far, is process, process, process....

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17 Aug The Weekend Starts Here...

Posted at 11:15h in Behaviour, Investment, Productivity, Risk
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Maniacs; divisive politics; we don't work as many hours as we think we do; bubbles; knowledge; expected returns; the democratisation of information; volatility. The best of what I read this week....

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10 Aug The Weekend Starts Here...

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

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20 Jul The Weekend Starts Here...

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

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13 Jul The Weekend Starts Here...

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

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10 Jul Making the Transition from Saving to Spending

Posted at 13:00h in Behaviour, Financial planning, Goals, Investment
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Here are six tips to help you to avoid the common mistakes people make and to enjoy your hard earned financial independence....

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06 Jul The Weekend Starts Here...

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

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04 Jul My Key Takeaways From EBI West 2018

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

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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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