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23 Oct

Costs matter - make sure you know exactly what you’re paying to invest

No one would think of buying a car – or making any other large purchase - without knowing what they were going to pay. The same applies when investing in funds, there are a number of different ‘layers’ of costs which you need to...

08:39 / Investment / Read Time: 5 minutes
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20 Oct

The weekend starts here - interesting snippets from around the web

Reflections on the '87 stock market crash, tribes, robots and how to avoid being buried alive. Great content which caught my eye this week....

15:39 / People / Read Time: 2 minutes
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16 Oct

How to stop worrying about your financial future - Part 1: How to create your financial plan

Not everyone needs a financial planner, but everyone needs a financial plan. Learn how to create your own and take the first step to financial success....

08:34 / Financial planning / Goals / Read Time: 5 minutes
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13 Oct

The weekend starts here - interesting snippets from around the web

A Library of Mistakes, realising the difference between good advice and effective advice, Nobel Prize winners and How to care for your Introvert, these all caught my eye this week....

15:54 / Behaviour / Financial planning / Goals / Investment / Lifestyle / People / Read Time: < 1 minute
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scales with coins one side and a potato on the other
09 Oct

The art (and importance) of rebalancing

World stockmarkets have had a good run in recent years. If you haven't thought about rebalancing your portfolio, now might be a good time to think about doing so....

09:52 / Behaviour / Investment / Read Time: 4 minutes
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06 Oct

The weekend starts here - interesting snippets from around the web

Black Monday, Northern Rock and earthworms on Mars may be strange bedfellows but all put in an appearance this week. Enjoy!...

15:45 / Behaviour / Investment / Leadership / Lifestyle / Read Time: < 1 minute
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02 Oct

Books I read in.......... September 2017

Stephen King and 'the glass teat', Angela Duckworth's Grit, a fine first novel on autism and a bonkers billionaire - all in the books I read last month....

09:36 / Books / Read Time: 4 minutes
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Breakfast in bed
29 Sep

The weekend starts here...... interesting snippets from around the web

There has been a huge amount of interesting content around this week, which has made it very difficult to narrow down to a few snippets. I hope you enjoy my choices. Fat jockeys – or how to make the economy grow [4 min read] If you’ve ever...

16:05 / Behaviour / Business / Goals / Investment / Lifestyle / Read Time: < 1 minute
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silhouetted women with sunset backdrop
25 Sep

Wealth & Financial Planning for women - collaboration not condescension

Désolé monsieur, but women tend to live longer than men...

08:47 / Clients / Financial planning / Investment / Leadership / People / Read Time: 4 minutes
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22 Sep

The weekend starts here - interesting snippets from around the web

Is free will a myth? An interesting look at what influences even the simplest of the many decisions we make each day [3.36 min video] As with most things in life, what worked a couple of generations ago will not necessarily work today.  Whilst most of...

12:00 / Lifestyle / Read Time: < 1 minute
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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.