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03 Dec The Move From Active Funds to Passive - Dreams Are Made of This

Posted at 15:29h in Behaviour, Investment, Joy, People
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If I had to put my finger on an event which caused that turning of the tide into a small-scale tsunami, it would be the demise of the media’s darling...

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05 Nov The Weekend Starts Here...

Posted at 17:44h in Family, Financial planning, Happiness, Investment, Lifestyle, People
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The best of what I read, watched and listened to this week...

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15 Oct The Weekend Starts Here....

Posted at 17:32h in Books, Clients, Coronavirus, Family, Financial planning, Goals, Happiness, Lifestyle, Money values, People
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The best of what I read, watched and listened to this week...

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19 Jun The Weekend Starts Here...

Posted at 13:47h in Behaviour, Clients, Coronavirus, Education, Family, Financial planning, Goals, Happiness, Investment
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The best of what I read, watched and listened to this week...

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20 Sep The Weekend Starts Here...

Posted at 12:00h in Behaviour, Clients, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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The best of what I read, watched and listened to this week...

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13 Sep The Weekend Starts Here...

Posted at 12:36h in Behaviour, Clients, Financial planning, Goals, Investment, Money values, Risk
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Image by Angelina Ho. from Pixabay Why are so few fund managers women? Maybe it’s because “We are liable to mistake confidence for competence. “  [Joe Wiggins 3 min read] “Most of the stuff we argue about usually have many truths – several “right” answers depending on the...

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12 Jun Sudden Wealth - How To Deal With A Life Changing Amount Of Money

Posted at 10:25h in Behaviour, Family, Financial planning, Goals, Investment, Lifestyle, Money values
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Whether by a lottery or football pools windfall, an inheritance or the sale of an asset such as a business, sudden wealth can be hard to come to terms with. ...

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07 Dec The Weekend Starts Here...

Posted at 14:23h in Behaviour, Clients, Financial planning, Goals, Investment, Money values
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The best of what I read, watched and listened to this week....

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26 Oct The Weekend Starts Here...

Posted at 10:39h in Behaviour, Financial planning, Goals, Investment, Lifestyle, Risk
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This week's selection of the best of what I read, watched and listened to. ...

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17 Sep We Don't Need MORE Information, We Need The RIGHT Information

Posted at 14:30h in Clients, Financial planning, Goals
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Without a plan based on where they are now, how do they have any clue how they will get to where they want to be in the future? ...

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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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