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01 Jul Eight Lessons I'm Still Learning

Posted at 13:10h in Behaviour, Books, Business, Clients, Education, Engagement, Joy, Leadership, Philosophy
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One of the most interesting things about life is that, with a sufficiently open mind, no matter how long you live, you never stop learning...

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17 Oct It's Not Hard To Make Decisions When You Know What Your Values Are

Posted at 09:20h in Engagement, Money values
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The two most limited resources we all have are time and money. Both need to be spent wisely. Determining your values is a vital part of this process. ...

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25 Jan The Weekend Starts Here...

Posted at 11:58h in Behaviour, Business, Clients, Engagement, Financial planning, Goals, Investment, Leadership, Lifestyle, People
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The best of what I read, watched and listened to this week...

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17 Jul The Nurse Bryan Rule

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

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06 Jul The Weekend Starts Here...

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

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04 Jul My Key Takeaways From EBI West 2018

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

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25 Jun An Unexpected Opportunity

Posted at 14:30h in Engagement, People
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At the precise time this blog will be published (I am writing this a week ahead of publication) I am probably in a state of excited terror and low-level nausea. ...

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19 Jun Who Can I Help?

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

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01 Jun The Weekend Starts Here...

Posted at 13:11h in Behaviour, Engagement, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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The perils of living next door to a lottery winner; Wall St convicts; Do you feel lucky?; Having all your eggs in one basket; the value a good planner adds; Helping our clients spend their money; Beware of hot tips from friends; Not all the...

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24 Apr I'll tell you what she wants, what she really, really wants

Posted at 14:42h in Clients, Engagement, Financial planning, People
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What does a woman want from her financial planner or investment manager? She wants to be listened to and to feel that her views carry equal weight to her partner’s (if she has one). She does not want to be patronised and she...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.