19 Jun Who Can I Help?
In early December 1999 I had one of those experiences in my career which I knew I was never going to forget. My first appointment that day was with a woman whose husband had recently committed suicide...
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...
04 May The weekend starts here...
Human nature; the value of time; the difference the right financial adviser can make; signal v noise; choose your friends carefully; Planning 101; the cost of waiting and how not to invest like a billionaire. The best of what I read this week...
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....
21 Feb What are you doing to protect your heirs?
Handling the transfer of wealth to the next generation can be a key issue for many people in terms of the logistics, the most appropriate and tax-effective solutions and also the emotional aspects. ...
16 Feb The weekend starts here.......
Posted at 14:18h
in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values
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...
02 Feb The weekend starts here...
Posted at 14:28h
in Behaviour, Business, Education, Estate Planning, Financial planning, Leadership, Management, Money values
Ways to be smarter; accepting the crazies out there; the meaning of true wealth, and how to avoid losing it all; and how to react to rising markets. Snippets from around the web which caught my eye this week....
02 Jan Forget New Year Resolutions - think about your money values instead
Another new year, another fresh start. Rather than making the same old new year's resolutions this year, try thinking about your money values instead...