If investors have a disciplined and robust investment process, backed up by a financial plan which informs their investment strategy, so that they understand exactly WHY they own the investments they own, and the purpose their portfolio serves in helping them to achieve their goals...
The extent to which people will put up with something which negatively affects them before they will take action is amazing. Working with a financial planner can free up time you may not have. ...
Our value is not so much in what we tell our clients but in what we can motivate them to do. Having a strategy is not the end goal, it’s only the start. ...
Not everyone needs a financial planner, but everyone needs a financial plan. Learn how to create your own and take the first step to financial success....
A Library of Mistakes, realising the difference between good advice and effective advice, Nobel Prize winners and How to care for your Introvert, these all caught my eye this week....
Désolé monsieur, but women tend to live longer than men...
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