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07 May The Weekend Starts Here...

Posted at 17:45h in Behaviour, Clients, Coronavirus, Financial planning, Investment, Leadership, Risk
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The best of what I read, watched and listened to this week...

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07 May Finding Joy In Unexpected Places

Posted at 13:36h in Clients, Coronavirus, Happiness, Joy, People
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Communicating with our clients forms the bedrock of our service, but the pandemic has unexpectedly taken this to a new level...

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01 May The Weekend Starts Here...

Posted at 11:09h in Coronavirus, Investment, People
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The best of what I read, watched and listened to this week...

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03 Apr The Weekend Starts Here...

Posted at 10:46h in Behaviour, Books, Coronavirus, Investment, Lifestyle
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The best of what I read, watched and listened to this week...

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17 Mar Lockdown

Posted at 11:54h in Coronavirus
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Things started to get a little weird on Saturday evening…...

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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.