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12 Dec We're Not Just Here For The Good Times

Posted at 10:33h in Clients, Family, Financial planning, People, Value
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I’ve been privileged to share so many good times with clients over the last 30 years, but it’s the bad times which have been seared into my memory. ...

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23 Nov The Weekend Starts Here...

Posted at 11:50h in Clients, Investment, People, Risk
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The best of what I read, watched and listened to this week...

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16 Nov The Weekend Starts Here...

Posted at 10:30h in Behaviour, Clients, Goals, Investment, People
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The best of what I read, watched and listened to this week...

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09 Nov The Weekend Starts Here....

Posted at 11:51h in Behaviour, Financial planning, Investment, People, Risk
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The best of what I read, watched and listened to this week...

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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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10 Sep A Matter of Choice

Posted at 14:30h in Money values, People, Philosophy
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As Simon Sinek states in ‘Start with Why’, “A company is a culture. A group of people brought together around a common set of values and beliefs.”...

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10 Aug The Weekend Starts Here...

Posted at 11:15h in Behaviour, Books, Clients, Financial planning, Investment, Money values, People, Risk
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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...

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17 Jul The Nurse Bryan Rule

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

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13 Jul The Weekend Starts Here...

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

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04 Jul My Key Takeaways From EBI West 2018

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

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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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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.