People Archives - The Financial Bodyguard Blog Site

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...

17 Jul The Nurse Bryan Rule

Posted at 13:11h in Clients, Engagement, Leadership, People, Philosophy

A reporter asked the legendary cellist Pablo Casals on his 95th birthday “Mr Casals, you’re 95 and the greatest cellist who ever lived. Why do you still practice six hours a day?” Casals answered, “Because I think I’m making progress.”...

13 Jul The Weekend Starts Here...

Posted at 09:54h in Behaviour, Books, Clients, Financial planning, Investment, People, Risk

There's no such thing as too big to be simple; asset allocation across different ages; the ugly side of social media; you can't measure what's going on in people's heads; our behavioural biases; selecting an active fund manager; reading; financial therapy & marathons fuelled by...

04 Jul My Key Takeaways From EBI West 2018

Posted at 09:37h in Behaviour, Business, Clients, Engagement, People

I recently spent a few days at beautiful Dana Point, California, attending EBI West – an annual conference organised by IMN and Ritholtz Wealth. It was a big investment – of both money and time – but worth it. Here are my key...

03 Jul Books I Read In.... June 2018

Posted at 09:00h in Behaviour, Books, Investment, People

Bailout Nation by Barry Ritholz; Factfulness by Hans Rosling; I, Fatty by Jerry Stahl and Big Mistakes by Michael Batnick. The best of what I read in June....

25 Jun An Unexpected Opportunity

Posted at 14:30h in Engagement, People

At the precise time this blog will be published (I am writing this a week ahead of publication) I am probably in a state of excited terror and low-level nausea. ...

22 Jun The Weekend Starts Here...

Posted at 14:30h in Clients, Financial planning, Investment, Leadership, Lifestyle, People

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...

19 Jun Who Can I Help?

Posted at 14:30h in Behaviour, Clients, Engagement, Money values, People

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...

15 Jun The Weekend Starts Here...

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

How to make better decisions; the difference between speculating & investing; repeating themes; the depression meme; costs matter; the new normal; it could happen to anyone; the unexpected leads to the unexpected; focus on what you can control; why markets ignore Trump; a mind boggling...

24 Apr I'll tell you what she wants, what she really, really wants

Posted at 14:42h in Clients, Engagement, Financial planning, People

What does a woman want from her financial planner or investment manager? She wants to be listened to and to feel that her views carry equal weight to her partner’s (if she has one). She does not want to be patronised and she...