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...

I liked this article, about how the need to plan doesn’t stop once you reach Financial Independence [3 min read] How much of what you read today will you still care about a year from now? As a self-confessed bookworm, this article struck a chord with me. [2...

“Doubt is not a pleasant condition, but certainty is an absurd one.“ – Voltaire As world equity markets continue to hit new record highs, so the mutterings of ‘experts’ forecasting the next crash grow louder and louder. Of course, at some point, equity markets will suffer a fall – history...

There’s a lot of talk at the moment about the next stock market crash, and whilst history tells us there will be another one at some point, if you really knew when, why would you waste time telling everyone about it when you could be making your...

“Unless you try to do something beyond what you have already mastered, you will never grow.” Ralph Waldo Emerson   We are NOT passive investors People often assume that our investment philosophy is a ‘passive’ one investing solely in index funds as we don’t employ actively managed funds within...

How not to raise a spoiled brat. One of the discussions we often have with clients with young children is about the challenge of raising children when you are a first generation wealth creator. As this article illustrates, sometimes parents find it extremely difficult to relate...

“Everything is both simpler than we can imagine, and more complicated that we can conceive.” – Goethe Life is complicated enough Our clients lead busy lives. The last thing they need is more complexity. They often come to us precisely because they need to reduce that complexity. By removing the...

Robert and I recently attended two conferences in the US.  Taking time out of the office to attend any conference must always be carefully considered as to whether it will be a good use of our time. ...