22
Feb
18
Feb
Rebalancing 101: The What, Why, When & How
Rebalancing can often be relegated to the drawer marked ‘Things I know I should do, but I’m not sure where to start’. So, let’s take a look at the basics....
15
Feb
The Weekend Starts Here...
The best of what I read, watched and listened to this week...
11:47 /
Behaviour / Books / Business / Clients / Financial planning / Investment / Leadership / Risk
/ Read Time: 2 minutes
11
Feb
History Is Written By The Victors
When looking at performance data, think about whether you are ‘missing what’s missing’. A look at survivorship bias when selecting funds for your portfolio....
08
Feb
06
Feb
Books I Read In... January 2019
Photo Pixabay I keep hearing people say, “Where did January go?”, and admit I feel much the same. The month seemed to be over remarkably quickly – which for me, at least, is odd as it’s a month that I normally find drags its feet. My January...
04
Feb
Top 10 Books I Read In 2018
I read a lot of great books last year and it was difficult narrowing them down to a top 10, but here they are ...
01
Feb
The Weekend Starts Here....
Photo by freestocks.org from Pexels The post which got me thinking the most this week was this one. It looks at the benefits that can be gained from being inefficient at certain tasks. As a productivity ninja, this goes against the grain of how I think, but this piece...
11:44 /
Behaviour / Clients / Financial planning / Investment / Management / People / Productivity / Risk
/ Read Time: 2 minutes
29
Jan
Bloomsbury Abroad!
A couple of weekends ago the team and their partners flew over for a wintry few days in the Gers. Here’s some of what we got up to ...
25
Jan
The Weekend Starts Here...
The best of what I read, watched and listened to this week...
11:58 /
Behaviour / Business / Clients / Engagement / Financial planning / Goals / Investment / Leadership / Lifestyle / People
/ Read Time: < 1 minute