Watch out for fraudsters; the history of the Galton Board; clients' little foibles; the man behind 'Catch me if you can' gives a talk at Google; when values are built on sand; wealthy vs rich; the luxury of having time to concentrate on what clients...
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...
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...
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...
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...