24
Jan
Here's The Prescription
One of the key characteristics that distinguishes an expert is their ability to filter information and make increasingly refined distinctions about the situation at hand....
17
Jan
JACK BOGLE 8TH MAY 1929 – 16TH JANUARY 2019
He could have been a billionaire many times over but chose a different path – to build a non-profit business which benefitted the investors in its funds, not him....
15
Jan
What's Actually Most Important To Our Clients?
We can all pontificate about what we think clients want and how they want to be charged for the services we provide, but the only way of determining the truth is to ask our clients. It’s THEIR opinions that matter, not ours....
11
Jan
The Weekend Starts Here...
The best of what I read, watched and listened to this week...
12:32 /
Behaviour / Clients / Family / Financial planning / Goals / Investment / Value
/ Read Time: < 1 minute
09
Jan
Books I Read In... December 2018
I had thought that I would get to read more books than normal during December, due to the Christmas break, but it turned out that I read fewer books than in any other month this year....
04
Jan
The Weekend Starts Here...
The best of what I watched, read and listened to this week...
12:16 /
Behaviour / Clients / Financial planning / Goals / Investment / People
/ Read Time: 2 minutes
03
Jan
Thoughts For The Year Ahead
I toyed with the idea of writing a post setting out my own reflections on lessons learned in 2018 and resolutions for the new year but stopped short of doing so....
21
Dec
18
Dec
We're Not Just Here For The Good Times (Part II)
It’s not just our clients who are affected when the going gets tough....
14
Dec
The Weekend Starts Here...
The best of what I read, watched and listened to this week...
14:00 /
Behaviour / Clients / Financial planning / Investment / People / Risk / Value
/ Read Time: < 1 minute