Money values Archives - The Financial Bodyguard Blog Site

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

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

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

Posted at 14:42h in Goals, Money values

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?

Posted at 18:36h in Estate Planning, Family, Financial planning, Goals, Money values

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

Posted at 11:10h in Financial planning, Money values

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...