Up on the blog this week: Keep it simple, build and maintain a legible investment portfolio and avoid ‘coupon clipping’ Is Amazon Prime Day the new Christmas Day?  Here’s what sold best around the world.  [2 min read] Every great investment decision looks easy when you’re not the one doing it. ...

In this week’s blog we discuss how one-third of investors indicate their biggest financial fear is significant loss in a market downturn and why working with a planner can help alleviate these fears. Kicking off this week with the perennial dilemma that first generation wealth can cause when discussing that...

“There’s no harm in hoping for the best as long as you’re prepared for the worst.” ― Stephen King   Things have been pretty good for investors in world equity markets over the last couple of years – especially for UK investors where the dramatic drop in the value...

My new blog post is up, discussing divorce and how working with a financial planner can help you to avoid any unwanted surprises. As it was Bastille Day last Friday, I have to start with this one.  It’s official – now that Obama is no longer in office, France has...

…interesting snippets from around the web. The work you do should never define who you are [3 min read] How much does it cost to have dinner with Warren Buffet?  $2,679,001  [2 min read] Eugene Fama discusses his new paper on the new Five Factor model [2 min read] Knowledge alone is never...

My June book review is up on the blog  [4 min read] What did Sir John Templeton really mean when he said four of the most dangerous words in investing were ‘This time it’s different’? [3 min read] The most important requirement for a successful investment experience? Know thyself [2 min read] The future...

From a reading perspective, June was a month which contained some unexpected surprises. That’s one of the things I love about reading, you don’t always know what you’re going to get.* The Boys in the Boat – Daniel James Brown This book was recommended to me by...