• Home
  • About
  • Work with us
  • Contact us
  • Legal Disclaimer

  • Home
  • About
  • Work with us
  • Contact us
  • Legal Disclaimer
Logo Logo Logo Logo

10 Jul Making the Transition from Saving to Spending

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

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

Read More

06 Jul The Weekend Starts Here...

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

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...

Read More

22 Jun The Weekend Starts Here...

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

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...

Read More

15 Jun The Weekend Starts Here...

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

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...

Read More

08 Jun The weekend starts here...

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

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...

Read More

01 Jun The Weekend Starts Here...

Posted at 13:11h in Behaviour, Engagement, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
Share

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...

Read More

11 May The weekend starts here....

Posted at 14:54h in Behaviour, Clients, Financial planning, Goals, Investment, Philosophy, Risk
Share

Buffett; humility and our ability to learn; hungry mice; turning desert sand into farmland; the cost of bad advice; the benefits of doing nothing; it's ok to sin a little; humility (again); how the mighty are fallen; GDPR, and Buffett (again). The best of what...

Read More

04 May The weekend starts here...

Posted at 14:00h in Behaviour, Financial planning, Investment, Money values
Share

Human nature; the value of time; the difference the right financial adviser can make; signal v noise; choose your friends carefully; Planning 101; the cost of waiting and how not to invest like a billionaire. The best of what I read this week...

Read More

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

Posted at 14:42h in Clients, Engagement, Financial planning, People
Share

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...

Read More

17 Apr How to avoid the rocks and the pirates

Posted at 14:00h in Clients, Financial planning, Goals
Share

"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. ...

Read More
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14

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

Follow Us
Categories
  • Behaviour
  • Books
  • Business
  • Clients
  • Coronavirus
  • Education
  • Engagement
  • Estate Planning
  • Evidence-based investing
  • Family
  • Financial planning
  • Goals
  • Happiness
  • Investment
  • Joy
  • Leadership
  • Lifestyle
  • Management
  • Money values
  • Pensions
  • People
  • Philosophy
  • Positivity
  • Productivity
  • Regulation
  • Risk
  • Travel
  • Value
Links
  • Home
  • About
  • Work with us
  • Contact us
  • Legal Disclaimer

© 2022 The Financial Bodyguard.

Subscribe

We've sent confirmation link to your mail.

 
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.