03
Apr
Books I read in...March 2018
I seemed to power through quite a few books this month – but then it feels as though it has been an incredibly long month. Here’s the best of what I read. ...
30
Mar
The weekend starts here
Things that fund managers don't say enough; being wary of fooling yourself; sticking to your plan; the importance of enjoying life while you can, and how financial planners play a huge role in this, and what do the names of countries actually mean? The best...
12:03 /
Financial planning / Goals / Investment / Lifestyle / Money values / People
/ Read Time: < 1 minute
27
Mar
It's not hard to make decisions when you know what your values are
One of our mantras here at Bloomsbury is ‘It’s not about the money’. People seem to assume that financial planning IS all about money but the money is just one of the means to get you to where you want to be....
23
Mar
The weekend starts here
Storytelling; learning to say no; cutting the emotional ties to your investments; why we believe bad forecasts; yes, you can afford to hire a financial planner; and some good news about famines. My top picks for this week...
20
Mar
What do clients really value?
The amount of time we spend talking about their investment portfolio? Minimal. The amount of time we spend talking about them, what’s going on in their lives and the progress they are making towards their goals? That makes up the vast majority...
16
Mar
The weekend starts here...
Lottery hackers; Growth without goals; Passive investors under attack; Expectations v Forecasts, and mourning the loss of two greats. My top picks this week...
13
Mar
Dumb beats Smart - 'When the dumb investor realises how dumb he is and invests in an index fund, he becomes smarter than the smartest investor'
It is easy to think that a smart, well-educated fund manager should be able to beat all the other dumb investors in the marketplace. ...
09
Mar
The weekend starts here....
How to get rich; why having more money won't make you happier; don't waste your biggest asset; balancing how you feel today with what you need tomorrow. My top picks from what I read this week...
06
Mar
Books I read in... February 2018
I have no idea where February went. It seemed to fly by. I did manage to fit in some good reads though…....
02
Mar
The weekend starts here.....
Overlooking the obvious; Good Dogs; taking the time to think; how planners add value; the rich really are different. The best of what caught my eye this week....
14:37 /
Behaviour / Education / Financial planning / Investment / Lifestyle / Philosophy / Risk
/ Read Time: 2 minutes