“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...

Snippets that have caught my eye this week from around the web…. This study of Amazon’s share price history illustrates just how hard it is to spot the next big thing. And on a similar theme, how did the experts get on with their forecasts in 2016? Some good news...