Articles by Paul Claireaux

How do you choose the right boxes for your money?

Part 1: On why you need a solid (and evergreen) checklist.

Money Box under the bed. Paul Claireaux

How do you choose the right boxes for your money?

Part 1: On why you need a solid (and evergreen) checklist.

A 7 to 15-minute read – depending on your speed This is the first of two Insights we’re offering to help you choose the right boxes for your money. Here, we’ll equip you to assess the overwhelming range of financial products and strategies available to you. These Insights will help you to make sound money…

Why financial planning is not common sense

And why that’s a good thing!

Mencken. Clear, simple and wrong. Paul Claireaux

Why financial planning is not common sense

And why that’s a good thing!

A 10 to 15-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Common-sense answers to common and simple questions are helpful. But with complex questions (like making…

Who might be happy after a stock market crash?

and who might be seriously upset?

Who might be happy with a stock market crash. Paul Claireaux

Who might be happy after a stock market crash?

and who might be seriously upset?

A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically important paradox of investing. In short, you’ll know why stock market crashes can (simultaneously) be good news for some people and miserable for others! We…

Five (more) reasons we don’t talk about money

and how to overcome these blocks

Lone Elephant. Paul Claireaux

Five (more) reasons we don’t talk about money

and how to overcome these blocks

This (5 to 10-minute read) is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, let’s be honest, that’s most of us from time to time! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with…

The two most important factors to consider when investing

that we hope you'll never forget

Two most important factors to consider when investing. Paul Claireaux

The two most important factors to consider when investing

that we hope you'll never forget

(a 5 to 10-minute read, depending on your speed) In this final (of three) Insights, you’ll learn about the two most important factors to consider when investing. And when trying to decide on what investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent…

The first two factors to consider when investing

that you must never forget

Two of four factors to consider when investing. Paul Claireaux

The first two factors to consider when investing

that you must never forget

(a 5 to 10-minute read, depending on your speed) In this second (of three) Insights, you’ll learn about two of the four factors to consider when deciding on what investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced) investors because we…

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

Swimming naked. Buffett. Paul Claireaux

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (new, recent and experienced) because we all need to ensure…

Five reasons we don’t talk about money

And how to overcome them

Elephant in the room. Paul Claireaux

Five reasons we don’t talk about money

And how to overcome them

This (10 to 20-minute read) is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, let’s be honest, that’s most of us from time to time! Here, we’ll explore the first five of ten reasons we might find it hard to talk about money, whether…

Should you pay for financial advice?

And if so, what is a reasonable price?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what is a reasonable price?

If you’re thinking about working with a financial coach, planner or adviser, or you already receive such a service and you’re concerned about the price, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, that’s quite a long read, but we believe everyone needs to understand the…