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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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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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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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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.