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30 Mar The weekend starts here

Posted at 12:03h in Financial planning, Goals, Investment, Lifestyle, Money values, People
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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...

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23 Mar The weekend starts here

Posted at 16:01h in Behaviour, Clients, Financial planning, Investment, People
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Storytelling; learning to say no; cutting the emotional ties to your investments; why we believe bad forecasts; yes, you can afford to hire a financial planner; and some good news about famines. My top picks for this week...

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16 Mar The weekend starts here...

Posted at 15:45h in Behaviour, Financial planning, Goals, Investment, Risk
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Lottery hackers; Growth without goals; Passive investors under attack; Expectations v Forecasts, and mourning the loss of two greats. My top picks this week...

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13 Mar Dumb beats Smart - 'When the dumb investor realises how dumb he is and invests in an index fund, he becomes smarter than the smartest investor'

Posted at 14:22h in Investment
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It is easy to think that a smart, well-educated fund manager should be able to beat all the other dumb investors in the marketplace. ...

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09 Mar The weekend starts here....

Posted at 10:30h in Behaviour, Financial planning, Goals, Investment, Risk
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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...

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02 Mar The weekend starts here.....

Posted at 14:37h in Behaviour, Education, Financial planning, Investment, Lifestyle, Philosophy, Risk
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Overlooking the obvious; Good Dogs; taking the time to think; how planners add value; the rich really are different. The best of what caught my eye this week....

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26 Feb Ten tips for building an investment portfolio that works

Posted at 15:54h in Investment
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In investing there are no absolute right or wrong answers, only better or worse solutions. Better solutions are founded in a process that encompasses insight into the problem (‘How should I invest?’), are focused on reducing uncertainty (with as little risk as possible) and...

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

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

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16 Feb The weekend starts here.......

Posted at 14:18h in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values
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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...

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09 Feb The weekend starts here.....

Posted at 14:30h in Behaviour, Family, Financial planning, Investment, Risk
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Turbulent stockmarkets, lessons from history, you can never be too kind and digital detoxing. The best of what caught my eye this week ...

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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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