13 Nov The Disadvantages of Advantages
There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....
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...
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...
02 Mar The weekend starts here.....
Posted at 14:37h
in Behaviour, Education, Financial planning, Investment, Lifestyle, Philosophy, Risk
Overlooking the obvious; Good Dogs; taking the time to think; how planners add value; the rich really are different. The best of what caught my eye this week....
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...
02 Feb The weekend starts here...
Posted at 14:28h
in Behaviour, Business, Education, Estate Planning, Financial planning, Leadership, Management, Money values
Ways to be smarter; accepting the crazies out there; the meaning of true wealth, and how to avoid losing it all; and how to react to rising markets. Snippets from around the web which caught my eye this week....
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....
28 Dec Possibly the best Twitter community in the world???
Writing not just about finance, but about a whole range of issues which affect, and should be important to, us all. Reading their work has taught me so much, and I hope in the months and years ahead that continuing to do so will help...
26 Dec The Power of a Process
If investors have a disciplined and robust investment process, backed up by a financial plan which informs their investment strategy, so that they understand exactly WHY they own the investments they own, and the purpose their portfolio serves in helping them to achieve their goals...
30 Oct Being on your best behaviour
As investors, we have to contend with the erratic and irrational way in which we think and behave. A lack of knowledge, combined with a number of illusions and biases, can lead to errors in making decisions that can turn out to be very...