17 Sep We Don't Need MORE Information, We Need The RIGHT Information
Without a plan based on where they are now, how do they have any clue how they will get to where they want to be in the future? ...
07 Sep The Weekend Starts Here...
My weekly compilation of the best of what I read, watched or listened to from the world of finance...
27 Jul The Weekend Starts Here...
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,...
10 Jul Making the Transition from Saving to Spending
Here are six tips to help you to avoid the common mistakes people make and to enjoy your hard earned financial independence....
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...
11 May The weekend starts here....
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...
17 Apr How to avoid the rocks and the pirates
"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. ...
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...
30 Mar The weekend starts here
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...
27 Mar It's not hard to make decisions when you know what your values are
One of our mantras here at Bloomsbury is ‘It’s not about the money’. People seem to assume that financial planning IS all about money but the money is just one of the means to get you to where you want to be....