14 Aug The Money Value of Time
Money gives us choices. After satisfying our need for food, clothing and shelter, we can choose how we allocate our discretionary expenditure....
10 Aug The Weekend Starts Here...
Posted at 11:15h
in Behaviour, Books, Clients, Financial planning, Investment, Money values, People, Risk
3 cracking books; Appealing Fictions; Making a Market; Timeless Investment Principles; To Do lists; Capitalism; Asking for Help; The (other) problem with active management; Zero fee funds; Table Stakes; French pastry wars. The best of what I read and watched this week...
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...
08 May “The main thing about money, Bud, is that it makes you do things you don't want to do.”*
Before long, they began to die. The first death occurred on the 12th February and the body was quickly thrown overboard. The second death, of John Wilson, coincided with the last of the biscuits having been eaten. After a short discussion, 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. ...