10
Jul
Making the Transition from Saving to Spending
Here are six tips to help you to avoid the common mistakes people make and to enjoy your hard earned financial independence....
06
Jul
The Weekend Starts Here...
Books I read in June; advice to a stranger; proof negative; betting on things that never change; EBI West 2018; boring is good; the #1 rule in investing; fighting the good fight. The best of what I've been reading & listening to...
10:43 /
Behaviour / Books / Clients / Engagement / Financial planning / Investment
/ Read Time: 2 minutes
04
Jul
My Key Takeaways From EBI West 2018
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
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
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...
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...
14:30 /
Clients / Financial planning / Investment / Leadership / Lifestyle / People
/ Read Time: 2 minutes
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...
15
Jun
The Weekend Starts Here...
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...
11
Jun
You get what you don't pay for
There’s no doubt that investors need greater transparency and for the costs they are paying to be presented in a way which is both easy for them to understand and helps to inform their choices by being presented in a manner which enables them to...
08
Jun
The weekend starts here...
Is The Handmaid's Tale fast approaching? The Psychology of Money. If bomb disposal experts can remain calm at work, so can you. News is Old. Life expectancy in Britain. The Next Fifty Years. Investor Coevolution. The importance of remaining intellectually curious. How do...