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...
"Dirty weather,” Admiral Sir Clowdisley Shovell called the fog that had dogged him twelve days at sea. Returning home victorious from Gibraltar after skirmishes with the French Mediterranean forces, Sir Clowdisley could not beat the heavy autumn overcast. ...
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...
Photo by Jonathan Fink on Unsplash What’s the difference between a beginner and an expert? The answer is very neatly summed up in here [infographic] An 18 year old won a million dollars in the US lottery, and had to make a choice as to how to receive her winnings....
Things that fund managers don't say enough; being wary of fooling yourself; sticking to your plan; the importance of enjoying life while you can, and how financial planners play a huge role in this, and what do the names of countries actually mean? The best...
Storytelling; learning to say no; cutting the emotional ties to your investments; why we believe bad forecasts; yes, you can afford to hire a financial planner; and some good news about famines. My top picks for this week...
Lottery hackers; Growth without goals; Passive investors under attack; Expectations v Forecasts, and mourning the loss of two greats. My top picks this week...
How to get rich; why having more money won't make you happier; don't waste your biggest asset; balancing how you feel today with what you need tomorrow. My top picks from what I read this week...
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....
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. ...