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06 Nov

If Not Now, When?

One of the biggest lessons I have learned from our clients is to live life to the full because you never know what the future holds. ...

14:44 / Clients / Financial planning / Goals / Read Time: 4 minutes
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01 Nov

The Weekend Starts Here...

The best of what I read, watched and listened to this week...

10:00 / Behaviour / Clients / Financial planning / Investment / Money values / Risk / Read Time: 2 minutes
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28 Oct

Crashing Through - by Robert Kurson

Robert Kurson's Crashing Through had slipped under my radar. Here are my thoughts...

08:37 / Books / Risk / Read Time: 2 minutes
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25 Oct

The Weekend Starts Here...

The best of what I read, watched and listened to this week...

10:51 / Behaviour / Financial planning / Investment / Management / Philosophy / Read Time: 2 minutes
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18 Oct

The Weekend Starts Here....

The best of what I read, watched and listened to this week...

11:16 / Behaviour / Financial planning / Investment / Risk / Value / Read Time: 3 minutes
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17 Oct

It's Not Hard To Make Decisions When You Know What Your Values Are

The two most limited resources we all have are time and money. Both need to be spent wisely. Determining your values is a vital part of this process. ...

09:20 / Engagement / Money values / Read Time: < 1 minute
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11 Oct

The Weekend Starts Here...

The best of what I read, watched and listened to this week...

11:00 / Behaviour / Clients / Investment / Read Time: < 1 minute
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09 Oct

The Nocebo Effect And How It Could Harm Your Wealth

We can’t control our brains from acting on what we believe to be true, but we can refuse to expose our brains to speculative nonsense. Our future selves will thank us....

17:03 / Behaviour / Investment / Read Time: 2 minutes
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04 Oct

The Weekend Starts Here...

The best of what I read, watched and listened to this week...

10:30 / Behaviour / Clients / Financial planning / Investment / Risk / Value / Read Time: 2 minutes
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02 Oct

WeWork - Whose Side Are They On?

Whatever the ultimate outcome for WeWork, it’s been a sobering lesson for its founders. But here are the questions I’m asking about the whole sorry saga....

10:30 / Investment / Risk / Read Time: 2 minutes
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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.