Clients Archives - Page 4 of 6 - The Financial Bodyguard Blog Site

10 Aug The Weekend Starts Here...

Posted at 11:15h in Behaviour, Books, Clients, Financial planning, Investment, Money values, People, Risk

3 cracking books; Appealing Fictions; Making a Market; Timeless Investment Principles; To Do lists; Capitalism; Asking for Help; The (other) problem with active management; Zero fee funds; Table Stakes; French pastry wars. The best of what I read and watched this week...

20 Jul The Weekend Starts Here...

Posted at 15:19h in Behaviour, Clients, Financial planning, Investment, Lifestyle, Risk

Diversification; luck; the similarities between investing & gardening; magical thinking; staying humble; what makes a great investor; gold or stocks; the importance of having an IPS; camera wielding pigeons. Things which caught my eye this week....

17 Jul The Nurse Bryan Rule

Posted at 13:11h in Clients, Engagement, Leadership, People, Philosophy

A reporter asked the legendary cellist Pablo Casals on his 95th birthday “Mr Casals, you’re 95 and the greatest cellist who ever lived. Why do you still practice six hours a day?” Casals answered, “Because I think I’m making progress.”...

13 Jul The Weekend Starts Here...

Posted at 09:54h in Behaviour, Books, Clients, Financial planning, Investment, People, Risk

There's no such thing as too big to be simple; asset allocation across different ages; the ugly side of social media; you can't measure what's going on in people's heads; our behavioural biases; selecting an active fund manager; reading; financial therapy & marathons fuelled by...

06 Jul The Weekend Starts Here...

Posted at 10:43h in Behaviour, Books, Clients, Engagement, Financial planning, Investment

Books I read in June; advice to a stranger; proof negative; betting on things that never change; EBI West 2018; boring is good; the #1 rule in investing; fighting the good fight. The best of what I've been reading & listening to...

04 Jul My Key Takeaways From EBI West 2018

Posted at 09:37h in Behaviour, Business, Clients, Engagement, People

I recently spent a few days at beautiful Dana Point, California, attending EBI West – an annual conference organised by IMN and Ritholtz Wealth. It was a big investment – of both money and time – but worth it. Here are my key...

22 Jun The Weekend Starts Here...

Posted at 14:30h in Clients, Financial planning, Investment, Leadership, Lifestyle, People

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...

19 Jun Who Can I Help?

Posted at 14:30h in Behaviour, Clients, Engagement, Money values, People

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....

Posted at 14:54h in Behaviour, Clients, Financial planning, Goals, Investment, Philosophy, Risk

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...

Posted at 13:41h in Behaviour, Clients, Education, Investment, Lifestyle

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...