Up on the blog this week: Keep it simple, build and maintain a legible investment portfolio and avoid ‘coupon clipping’ Is Amazon Prime Day the new Christmas Day?  Here’s what sold best around the world.  [2 min read] Every great investment decision looks easy when you’re not the one doing it. ...

In this week’s blog we discuss how one-third of investors indicate their biggest financial fear is significant loss in a market downturn and why working with a planner can help alleviate these fears. Kicking off this week with the perennial dilemma that first generation wealth can cause when discussing that...

…interesting snippets from around the web. The work you do should never define who you are [3 min read] How much does it cost to have dinner with Warren Buffet?  $2,679,001  [2 min read] Eugene Fama discusses his new paper on the new Five Factor model [2 min read] Knowledge alone is never...

My June book review is up on the blog  [4 min read] What did Sir John Templeton really mean when he said four of the most dangerous words in investing were ‘This time it’s different’? [3 min read] The most important requirement for a successful investment experience? Know thyself [2 min read] The future...

“Doubt is not a pleasant condition, but certainty is an absurd one.“ – Voltaire As world equity markets continue to hit new record highs, so the mutterings of ‘experts’ forecasting the next crash grow louder and louder. Of course, at some point, equity markets will suffer a fall – history...

How not to raise a spoiled brat. One of the discussions we often have with clients with young children is about the challenge of raising children when you are a first generation wealth creator. As this article illustrates, sometimes parents find it extremely difficult to relate...