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24 May The Weekend Starts Here...

Posted at 10:14h in Behaviour, Financial planning, Investment
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The best of what I read, watched and listened to this week...

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03 May The Weekend Starts Here....

Posted at 11:22h in Behaviour, Investment, Risk
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The best of what I read, watched and listened to this week....

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26 Apr The Weekend Starts Here...

Posted at 16:12h in Behaviour, Clients, Financial planning, Investment
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The best of what I read, watched and listened to this week...

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22 Mar The Weekend Starts Here....

Posted at 10:27h in Behaviour, Financial planning, Goals, Investment, Lifestyle, Money values
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The best of what I read, watched and listened to this week...

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15 Mar The Weekend Starts Here....

Posted at 11:19h in Behaviour, Clients, Family, Investment, Lifestyle, Philosophy, Value
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The best of what I read, watched and listened to this week...

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25 Feb Mistakes Are Lessons Inside Out*

Posted at 14:30h in Behaviour, Investment
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Studies show that investors are not always able to assess the past performance of their portfolios, impeding their ability to learn from their actions....

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22 Feb The Weekend Starts Here...

Posted at 12:07h in Behaviour, Clients, Financial planning, Investment, Risk
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The best of what I read, watched and listened to this week....

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18 Feb Rebalancing 101: The What, Why, When & How

Posted at 12:38h in Behaviour, Clients, Investment, Risk
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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....

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15 Feb The Weekend Starts Here...

Posted at 11:47h in Behaviour, Books, Business, Clients, Financial planning, Investment, Leadership, Risk
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The best of what I read, watched and listened to this week...

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11 Feb History Is Written By The Victors

Posted at 11:25h in Behaviour, Investment
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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....

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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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