19 Jun Who Can I Help?
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...
11 May The weekend starts here....
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...
27 Apr The weekend starts here...
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...
24 Apr I'll tell you what she wants, what she really, really wants
What does a woman want from her financial planner or investment manager? She wants to be listened to and to feel that her views carry equal weight to her partner’s (if she has one). She does not want to be patronised and she...
17 Apr How to avoid the rocks and the pirates
"Dirty weather,” Admiral Sir Clowdisley Shovell called the fog that had dogged him twelve days at sea. Returning home victorious from Gibraltar after skirmishes with the French Mediterranean forces, Sir Clowdisley could not beat the heavy autumn overcast. ...
13 Apr The weekend starts here....
Posted at 15:32h
in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values
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...
23 Mar The weekend starts here
Storytelling; learning to say no; cutting the emotional ties to your investments; why we believe bad forecasts; yes, you can afford to hire a financial planner; and some good news about famines. My top picks for this week...
20 Mar What do clients really value?
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...
16 Feb The weekend starts here.......
Posted at 14:18h
in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values
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...
30 Jan When should you engage a financial planner? Before it’s too late!
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....