In this week’s blog we discuss how one-third of investors indicate their biggest financial fear is significant loss in a market downturn and why working with a planner can help alleviate these fears. Kicking off this week with the perennial dilemma that first generation wealth can cause when discussing that...

“Doubt is not a pleasant condition, but certainty is an absurd one.“ – Voltaire As world equity markets continue to hit new record highs, so the mutterings of ‘experts’ forecasting the next crash grow louder and louder. Of course, at some point, equity markets will suffer a fall – history...

Robert and I recently attended two conferences in the US.  Taking time out of the office to attend any conference must always be carefully considered as to whether it will be a good use of our time. ...

Well, it’s ended up being an ‘interesting’ week, hasn’t it? Here are a few distractions for you…. Charts don’t always show the full picture – [3 min read] I’ve recently started to study the Stoics. One of their philosophies was the practice of Inversion. Interesting stuff when applied to our...

“Anything that just costs money is cheap.” ― John Steinbeck A few weeks ago, Dimensional Fund Advisors carried out a global survey of the clients of the financial planning firms with which it works.  We asked our clients to take part in the (anonymous) survey and we are very grateful...

“An individual without information cannot take responsibility; an individual who is given information cannot help but take responsibility.” Jan Carlzon “Imagine that there is a loose panel in the passenger compartment of the New York to Los Angeles airplane.  The panel has a sharp, protruding edge that...