The amount of time we spend talking about their investment portfolio? Minimal. The amount of time we spend talking about them, what’s going on in their lives and the progress they are making towards their goals? That makes up the vast majority...
I can honestly say I never struggle to find pieces to include in this weekly post, but this week there was an embarrassment of riches...
People tend to first make contact with us due to a significant life event. Sadly, by the time someone seeks our help it can sometimes be too late....
Our value is not so much in what we tell our clients but in what we can motivate them to do. Having a strategy is not the end goal, it’s only the start. ...
Désolé monsieur, but women tend to live longer than men...
“The habit of being happy enables one to be freed, or largely freed, from the domination of outward conditions.” – Robert Louis Stevenson An interesting study was published recently, which found that spending money to buy time makes us happier. The study was carried out amongst adults in the...
My new blog post is up, discussing divorce and how working with a financial planner can help you to avoid any unwanted surprises. As it was Bastille Day last Friday, I have to start with this one. It’s official – now that Obama is no longer in office, France has...
If you have ever ordered a new car you will know how difficult it can be to reach the point where you find out how much you actually need to pay. An endless list of choices: upholstery, in-car entertainment, sat nav, not to mention paint…....
“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...
Snippets that have caught my eye this week from around the web…. The internet has been crammed with articles in the last couple of weeks about Trump’s ‘travel ban’, and as an immigrant myself – and one who could not have been made more welcome in...