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...
"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. ...
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...
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...
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...