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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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26 Oct The Weekend Starts Here...

Posted at 10:39h in Behaviour, Financial planning, Goals, Investment, Lifestyle, Risk
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This week's selection of the best of what I read, watched and listened to. ...

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19 Oct The Weekend Starts Here...

Posted at 10:00h in Behaviour, Investment, Lifestyle, Money values, People, Risk
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Feeding the world, financial tipping points, twerking robot dogs and much, much more. The best of what caught my eye this week....

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14 Aug The Money Value of Time

Posted at 12:53h in Family, Lifestyle, Money values
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Money gives us choices. After satisfying our need for food, clothing and shelter, we can choose how we allocate our discretionary expenditure....

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20 Jul The Weekend Starts Here...

Posted at 15:19h in Behaviour, Clients, Financial planning, Investment, Lifestyle, Risk
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Diversification; luck; the similarities between investing & gardening; magical thinking; staying humble; what makes a great investor; gold or stocks; the importance of having an IPS; camera wielding pigeons. Things which caught my eye this week....

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22 Jun The Weekend Starts Here...

Posted at 14:30h in Clients, Financial planning, Investment, Leadership, Lifestyle, People
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Watch out for fraudsters; the history of the Galton Board; clients' little foibles; the man behind 'Catch me if you can' gives a talk at Google; when values are built on sand; wealthy vs rich; the luxury of having time to concentrate on what clients...

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01 Jun The Weekend Starts Here...

Posted at 13:11h in Behaviour, Engagement, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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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...

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27 Apr The weekend starts here...

Posted at 13:41h in Behaviour, Clients, Education, Investment, Lifestyle
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Fast decision making; the good, bad and ugly of owning stock in the company you work for; living your dream is not always what it's cracked up to be; the importance of being a patient investor; and a long-term one; managing luck; the price of...

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06 Apr The weekend starts here...

Posted at 10:34h in Behaviour, Financial planning, Investment, Lifestyle
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Photo by Jonathan Fink on Unsplash What’s the difference between a beginner and an expert? The answer is very neatly summed up in here  [infographic] An 18 year old won a million dollars in the US lottery, and had to make a choice as to how to receive her winnings....

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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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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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