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10 Feb When being cautious can lead to more risk

Posted at 08:37h in Financial planning, Goals, Investment, Risk
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When it comes to making assumptions about a distant future, caution is generally a good thing. However, there are situations in which being cautious can actually result in more risk....

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17 Jun The Weekend Starts Here.....

Posted at 15:23h in Behaviour, Coronavirus, Financial planning, Goals, Happiness, Investment
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We recently binge-watched ‘Mare of Easttown’.  One of the best things I’ve watched all year, so if you haven’t seen it yet I’d highly recommend it.  I thought it was just me, but no, many others were left with the burning question ‘When, exactly, did...

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27 May The Weekend Starts Here....

Posted at 14:28h in Behaviour, Clients, Coronavirus, Financial planning, Investment
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The best of what I read, watched and listened to this week...

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20 May The Weekend Starts Here.....

Posted at 16:17h in Business, Clients, Coronavirus, Evidence-based investing, Investment, People
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The best of what I read, watched and listened to this week...

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06 May The Weekend Starts Here....

Posted at 14:37h in Behaviour, Clients, Financial planning, Goals, Investment, People, Risk
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The best of what I read, watched and listened to this week....

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30 Apr The Weekend Starts Here....

Posted at 14:12h in Behaviour, Business, Clients, Coronavirus, Education, Family, Financial planning, Investment
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The best of what I read, watched and listened to this week...

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15 Apr The Weekend Starts Here....

Posted at 14:58h in Behaviour, Coronavirus, Financial planning, Happiness, Investment, Money values
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The best of what I read, watched and listened to this week...

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08 Apr The Weekend Starts Here....

Posted at 11:48h in Clients, Coronavirus, Financial planning, Investment, Lifestyle, Productivity, Risk
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The best of what I read, watched and listened to this week...

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06 Apr Taking Your Foot Off The Brake

Posted at 11:41h in Clients, Family, Financial planning, Goals, Happiness, Lifestyle, People
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Central to the work we do with our clients is their lifetime cashflow.  Working collaboratively with them to create the cashflow, this incorporates all known, planned inflows and outflows throughout their lives.  ...

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01 Apr The Weekend Starts Here.....

Posted at 15:35h in Behaviour, Books, Clients, Evidence-based investing, Family, Financial planning, Goals, Happiness, Investment, Money values, Value
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The best of what I read, watched and listened to this week...

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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.