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26 Dec The Power of a Process

Posted at 10:47h in Behaviour, Education, Financial planning, Investment
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If investors have a disciplined and robust investment process, backed up by a financial plan which informs their investment strategy, so that they understand exactly WHY they own the investments they own, and the purpose their portfolio serves in helping them to achieve their goals...

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04 Dec Books I read in...November 2017

Posted at 15:43h in Behaviour, Books, Goals, Investment, Lifestyle, People
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It's all in the mind. We react to investing in a similar way to drugs; we can push ourselves to unbelievable limits and achieve extraordinary things. Be inspired! ...

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20 Nov How can working with a financial planner add value? Getting Things Done

Posted at 11:11h in Behaviour, Clients, Engagement, Financial planning, Goals, Leadership
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Our value is not so much in what we tell our clients but in what we can motivate them to do. Having a strategy is not the end goal, it’s only the start. ...

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30 Oct Being on your best behaviour

Posted at 09:26h in Behaviour, Education, Investment
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As investors, we have to contend with the erratic and irrational way in which we think and behave. A lack of knowledge, combined with a number of illusions and biases, can lead to errors in making decisions that can turn out to be very...

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scales with coins one side and a potato on the other

09 Oct The art (and importance) of rebalancing

Posted at 09:52h in Behaviour, Investment
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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....

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Breakfast in bed

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

Posted at 16:05h in Behaviour, Business, Goals, Investment, Lifestyle
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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...

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11 Sep Non, je ne regrette rien - understanding investor behaviour

Posted at 08:45h in Behaviour, Education, Investment
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“The investor’s chief problem – and even his worst enemy – is likely to be himself.” - Benjamin Graham Until very recently I had never heard of Jonah Lehrer.  Then, in the space of 48 hours, I read about him in Jon Ronson’s book, ‘So You’ve Been...

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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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