…interesting snippets from around the web. The work you do should never define who you are [3 min read] How much does it cost to have dinner with Warren Buffet?  $2,679,001  [2 min read] Eugene Fama discusses his new paper on the new Five Factor model [2 min read] Knowledge alone is never...

I liked this article, about how the need to plan doesn’t stop once you reach Financial Independence [3 min read] How much of what you read today will you still care about a year from now? As a self-confessed bookworm, this article struck a chord with me. [2...

“I don’t want to see him alone.  He says things that annoy me.  He gives me good advice.” Oscar Wilde, ‘The Picture of Dorian Gray’ The other day, I was listening to a podcast interview with someone who works with financial planning firms in the US and...

The Fee Paradox – manager fee rates are down, but investors are paying more [links to 32-page pdf] What’s a reasonable amount of time to wait for a response to an email?  I agree with a lot in this article, but I don’t think I could ever wait...

“All the people like us are We, and everyone else is They.” Rudyard Kipling A number of our clients recently took part in Dimensional Fund Advisors’ Global Investor Survey. One of the questions in the survey read: ‘From the following, choose the attribute you consider most important in your adviser...

I’ve linked to articles in past blogs about the problems of some of the Ivy League endowments.  Harvard, at last, seems to be taking action.   [2 minute read] Humans are terribly flawed.   Some steps to avoid making big mistakes.  [Waring: language. 3 minute read] This is an incredible story –...

These, and variants of them, are questions we hear over and over again from people who enquire about our services.  The questions about getting the balance between living the life they want to live now without compromising their financial future, and when to take their...