18 Sep The Best Thing Money Can Buy Is Financial Freedom*
Something weird happened last week. My husband, Eddie, commented on the situation regarding our mortgage. ...
13 Sep The Weekend Starts Here...
Image by Angelina Ho. from Pixabay Why are so few fund managers women? Maybe it’s because “We are liable to mistake confidence for competence. “ [Joe Wiggins 3 min read] “Most of the stuff we argue about usually have many truths – several “right” answers depending on the...
26 Jul The Weekend Starts Here....
Posted at 10:58h
in Behaviour, Books, Clients, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
The best of what I read, watched and listened to this week...
12 Jun Sudden Wealth - How To Deal With A Life Changing Amount Of Money
Posted at 10:25h
in Behaviour, Family, Financial planning, Goals, Investment, Lifestyle, Money values
Whether by a lottery or football pools windfall, an inheritance or the sale of an asset such as a business, sudden wealth can be hard to come to terms with. ...
21 May The Human Touch
As another loss-making robo-adviser decides to shut up shop, what might the future financial planning and investment landscape look like? ...
22 Mar The Weekend Starts Here....
The best of what I read, watched and listened to this week...
01 Mar The Weekend Starts Here...
The best of what I read, watched and listened to this week...
08 Feb The Weekend Starts Here...
The best of what I read, watched and listened to this week....
25 Jan The Weekend Starts Here...
Posted at 11:58h
in Behaviour, Business, Clients, Engagement, Financial planning, Goals, Investment, Leadership, Lifestyle, People
The best of what I read, watched and listened to this week...
15 Jan What's Actually Most Important To Our Clients?
We can all pontificate about what we think clients want and how they want to be charged for the services we provide, but the only way of determining the truth is to ask our clients. It’s THEIR opinions that matter, not ours....