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
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....