Financial planning Archives - Page 12 of 14 - The Financial Bodyguard Blog Site

13 Apr The weekend starts here....

Posted at 15:32h in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values

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...

06 Apr The weekend starts here...

Posted at 10:34h in Behaviour, Financial planning, Investment, Lifestyle

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....

30 Mar The weekend starts here

Posted at 12:03h in Financial planning, Goals, Investment, Lifestyle, Money values, People

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...

23 Mar The weekend starts here

Posted at 16:01h in Behaviour, Clients, Financial planning, Investment, People

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...

16 Mar The weekend starts here...

Posted at 15:45h in Behaviour, Financial planning, Goals, Investment, Risk

Lottery hackers; Growth without goals; Passive investors under attack; Expectations v Forecasts, and mourning the loss of two greats. My top picks this week...

09 Mar The weekend starts here....

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

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...

02 Mar The weekend starts here.....

Posted at 14:37h in Behaviour, Education, Financial planning, Investment, Lifestyle, Philosophy, Risk

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....

21 Feb What are you doing to protect your heirs?

Posted at 18:36h in Estate Planning, Family, Financial planning, Goals, Money values

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. ...

16 Feb The weekend starts here.......

Posted at 14:18h in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values

I can honestly say I never struggle to find pieces to include in this weekly post, but this week there was an embarrassment of riches...

09 Feb The weekend starts here.....

Posted at 14:30h in Behaviour, Family, Financial planning, Investment, Risk

Turbulent stockmarkets, lessons from history, you can never be too kind and digital detoxing. The best of what caught my eye this week ...