17 Oct Having The Time For The Things That Matter
Checklists enable us all to have the time and freedom we need to apply intelligent thought to what matters most to our clients...
12 Oct The Weekend Starts Here....
Books, GAIA, turbulent markets, keeping an open mind, why a proven investment strategy might not work for you, and much, much more. My top picks this week....
17 Sep We Don't Need MORE Information, We Need The RIGHT Information
Without a plan based on where they are now, how do they have any clue how they will get to where they want to be in the future? ...
31 Aug The Weekend Starts Here...
Honest journalism; anecdotes; the magician's trick; the man who owns the moon; putting your clients' interests first; becoming a better reader; who can best argue the case for active management; what is a trillion dollars? The best of what I read this week....
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...
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
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...
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...
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
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...