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

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

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19 Jun Who Can I Help?

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

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15 Jun The Weekend Starts Here...

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

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08 Jun The weekend starts here...

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

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01 Jun The Weekend Starts Here...

Posted at 13:11h in Behaviour, Engagement, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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The perils of living next door to a lottery winner; Wall St convicts; Do you feel lucky?; Having all your eggs in one basket; the value a good planner adds; Helping our clients spend their money; Beware of hot tips from friends; Not all the...

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11 May The weekend starts here....

Posted at 14:54h in Behaviour, Clients, Financial planning, Goals, Investment, Philosophy, Risk
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Buffett; humility and our ability to learn; hungry mice; turning desert sand into farmland; the cost of bad advice; the benefits of doing nothing; it's ok to sin a little; humility (again); how the mighty are fallen; GDPR, and Buffett (again). The best of what...

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04 May The weekend starts here...

Posted at 14:00h in Behaviour, Financial planning, Investment, Money values
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Human nature; the value of time; the difference the right financial adviser can make; signal v noise; choose your friends carefully; Planning 101; the cost of waiting and how not to invest like a billionaire. The best of what I read this week...

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27 Apr The weekend starts here...

Posted at 13:41h in Behaviour, Clients, Education, Investment, Lifestyle
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Fast decision making; the good, bad and ugly of owning stock in the company you work for; living your dream is not always what it's cracked up to be; the importance of being a patient investor; and a long-term one; managing luck; the price of...

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20 Apr The weekend starts here

Posted at 15:12h in Behaviour, Investment, Leadership, Philosophy
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Mount Stupid; the what-ifs; things that are true; people are not wooden blocks; the illusion of stock-picking skill; keeping an open mind; why don't we notice errors; the unstoppable rise of Amazon and how to make good decisions. The best of what I read this...

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13 Apr The weekend starts here....

Posted at 15:32h in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values
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The importance of effective communication; can money buy you happiness; beware the soothsayers; just because you can stop working doesn't mean you have to; the main reason for rebalancing your portfolio, and listening to rhubarb grow. These are the best of what caught my...

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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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