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....
16 Mar The weekend starts here...
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....
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.......
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...