14 Aug The Money Value of Time
Money gives us choices. After satisfying our need for food, clothing and shelter, we can choose how we allocate our discretionary expenditure....
01 Jun The Weekend Starts Here...
Posted at 13:11h
in Behaviour, Engagement, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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...
21 Feb What are you doing to protect your heirs?
Handling the transfer of wealth to the next generation can be a key issue for many people in terms of the logistics, the most appropriate and tax-effective solutions and also the emotional aspects. ...
09 Feb The weekend starts here.....
Turbulent stockmarkets, lessons from history, you can never be too kind and digital detoxing. The best of what caught my eye this week ...
25 Aug Can’t buy me love (but happiness? Yes!)
“The habit of being happy enables one to be freed, or largely freed, from the domination of outward conditions.” – Robert Louis Stevenson An interesting study was published recently, which found that spending money to buy time makes us happier. The study was carried out amongst adults in the...
18 Aug The weekend starts here…18/08/2017
This week’s blog [4 min read] Next, a podcast from Freakonomics Radio. Yes, it’s 48 minutes long, but with contributions from Eugene Fama, Ken French and Jack Bogle (amongst others), it’s an entertaining and informative 48 minutes. John Maynard Keynes on investing as a beauty contest. [3 min read] The world’s...
21 Jul The weekend starts here…21/07/2017
My new blog post is up, discussing divorce and how working with a financial planner can help you to avoid any unwanted surprises. As it was Bastille Day last Friday, I have to start with this one. It’s official – now that Obama is no longer in office, France has...
21 Jul Divorce: The benefits of working with a financial planner (and the potential risks if you don’t)
I read this report recently, stating that there is a shortage of financial planners available to help lawyers dealing with determining divorce settlements for their clients. I have to say I find it hard to understand why this should be the case, as we’re easy enough...
30 Jun The office is closed…30th June 2017
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...
26 Jun FCA Asset Management Study: Will the regulator dare to bare its teeth?
The Financial Conduct Authority (FCA) issued an interim report last November, outlining its initial findings from the examination of the UK asset management industry. Those findings were pretty damning, highlighting the FCA view that, whilst the industry plays a vital role in the UK economy, investors were...
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