Goals Archives - Page 3 of 4 - 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...

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...

27 Mar It's not hard to make decisions when you know what your values are

Posted at 14:42h in Goals, Money values

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....

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...

23 Feb The weekend starts here.......

Posted at 14:30h in Behaviour, Goals, Investment, Lifestyle, People

Photo by Ashley Kirk on Unsplash “It is one thing to be dedicated to an idea, but it is quite another to remain attached to it despite all the evidence to the contrary.” Stay away from the perpetual pessimists [4 min read] We don’t have a great track record of...

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...

04 Dec Books I read in...November 2017

Posted at 15:43h in Behaviour, Books, Goals, Investment, Lifestyle, People

It's all in the mind. We react to investing in a similar way to drugs; we can push ourselves to unbelievable limits and achieve extraordinary things. Be inspired! ...

20 Nov How can working with a financial planner add value? Getting Things Done

Posted at 11:11h in Behaviour, Clients, Engagement, Financial planning, Goals, Leadership

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. ...