Financial planning Archives - Page 11 of 14 - The Financial Bodyguard Blog Site

10 Aug The Weekend Starts Here...

Posted at 11:15h in Behaviour, Books, Clients, Financial planning, Investment, Money values, People, Risk

3 cracking books; Appealing Fictions; Making a Market; Timeless Investment Principles; To Do lists; Capitalism; Asking for Help; The (other) problem with active management; Zero fee funds; Table Stakes; French pastry wars. The best of what I read and watched this week...

27 Jul The Weekend Starts Here...

Posted at 13:00h in Financial planning, Goals, Investment

Photo by Helena Yankovska on Unsplash “Headlines, in a way, are what mislead you because bad news is a headline, and gradual improvement is not.” How we succumb to obsessing over low probability risks [3 min read] [Ben Carlson] Google Maps has 99% coverage of the world, 25 million updates daily,...

20 Jul The Weekend Starts Here...

Posted at 15:19h in Behaviour, Clients, Financial planning, Investment, Lifestyle, Risk

Diversification; luck; the similarities between investing & gardening; magical thinking; staying humble; what makes a great investor; gold or stocks; the importance of having an IPS; camera wielding pigeons. Things which caught my eye this week....

13 Jul The Weekend Starts Here...

Posted at 09:54h in Behaviour, Books, Clients, Financial planning, Investment, People, Risk

There's no such thing as too big to be simple; asset allocation across different ages; the ugly side of social media; you can't measure what's going on in people's heads; our behavioural biases; selecting an active fund manager; reading; financial therapy & marathons fuelled by...

10 Jul Making the Transition from Saving to Spending

Posted at 13:00h in Behaviour, Financial planning, Goals, Investment

Here are six tips to help you to avoid the common mistakes people make and to enjoy your hard earned financial independence....

06 Jul The Weekend Starts Here...

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

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...

22 Jun The Weekend Starts Here...

Posted at 14:30h in Clients, Financial planning, Investment, Leadership, Lifestyle, People

Watch out for fraudsters; the history of the Galton Board; clients' little foibles; the man behind 'Catch me if you can' gives a talk at Google; when values are built on sand; wealthy vs rich; the luxury of having time to concentrate on what clients...

15 Jun The Weekend Starts Here...

Posted at 10:30h in Behaviour, Financial planning, Investment, People, Risk

How to make better decisions; the difference between speculating & investing; repeating themes; the depression meme; costs matter; the new normal; it could happen to anyone; the unexpected leads to the unexpected; focus on what you can control; why markets ignore Trump; a mind boggling...

08 Jun The weekend starts here...

Posted at 08:48h in Behaviour, Books, Financial planning, Investment, Risk

Is The Handmaid's Tale fast approaching? The Psychology of Money. If bomb disposal experts can remain calm at work, so can you. News is Old. Life expectancy in Britain. The Next Fifty Years. Investor Coevolution. The importance of remaining intellectually curious. How do...

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...