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25 Jan The Weekend Starts Here...

Posted at 11:58h in Behaviour, Business, Clients, Engagement, Financial planning, Goals, Investment, Leadership, Lifestyle, People
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The best of what I read, watched and listened to this week...

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24 Jan Here's The Prescription

Posted at 15:32h in Behaviour, Clients, Financial planning, Investment
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One of the key characteristics that distinguishes an expert is their ability to filter information and make increasingly refined distinctions about the situation at hand....

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17 Jan JACK BOGLE 8TH MAY 1929 – 16TH JANUARY 2019

Posted at 10:11h in Investment
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He could have been a billionaire many times over but chose a different path – to build a non-profit business which benefitted the investors in its funds, not him....

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11 Jan The Weekend Starts Here...

Posted at 12:32h in Behaviour, Clients, Family, Financial planning, Goals, Investment, Value
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The best of what I read, watched and listened to this week...

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04 Jan The Weekend Starts Here...

Posted at 12:16h in Behaviour, Clients, Financial planning, Goals, Investment, People
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The best of what I watched, read and listened to this week...

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21 Dec The Weekend Starts Here...

Posted at 14:41h in Behaviour, Clients, Financial planning, Investment
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The best of what I read, watched and listened to this week...

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14 Dec The Weekend Starts Here...

Posted at 14:00h in Behaviour, Clients, Financial planning, Investment, People, Risk, Value
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The best of what I read, watched and listened to this week...

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07 Dec The Weekend Starts Here...

Posted at 14:23h in Behaviour, Clients, Financial planning, Goals, Investment, Money values
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The best of what I read, watched and listened to this week....

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30 Nov The Weekend Starts Here...

Posted at 12:00h in Behaviour, Clients, Goals, Investment, Risk
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The best of what I read, watched and listened to this week...

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27 Nov Never Trust Your Memory

Posted at 09:55h in Behaviour, Investment
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Our memories are unstable, and we should be aware of how past events might be distorted when considered through the lens of time passed....

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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