Advice to Avoid

6 Investment questions to ask your adviser

And the stock answers you really must challenge

6 questions to ask PCC

6 Investment questions to ask your adviser

And the stock answers you really must challenge

In this Insight, I’ll share 6 essential questions for you to ask your adviser/wealth manager if you want to have a meaningful conversation about your investments. You can also use these questions when employing an adviser for the first time, or if you change your current one. There’s a lot of content in here: Time…

Why you need balanced views when investing

and where you can find more of those

Why you need balanced ideas on investment risk

Why you need balanced views when investing

and where you can find more of those

In this Insight, I’ll talk about where you might find more balanced views when investing your money in stock markets. The above video covers a lot of what’s in this Insight. So, if you prefer that format, watch that. Images in the video used under a Creative Commons License listed with attributions here

Change three words you use each day

and transform your productivity

Change three words to transform your life

Change three words you use each day

and transform your productivity

During these extraordinary times, it’s easy to feel pressured (by others or ourselves) to do more of those things that we think we ‘should’ be doing. But that way of thinking doesn’t really help us to ‘achieve more’ at the best of times and it certainly won’t help now. So, let’s explore a different (and…

A story about a banker and his standard deviations

and the lesson it offers on Investment Risk

No golden rules, Shaw

A story about a banker and his standard deviations

and the lesson it offers on Investment Risk

If you’ve not yet heard this true story of the Investment Banker and his standard deviations, read on. This ludicrous but funny story might just help you remember one thing about investment risk – and it’s this. The model that the ‘experts’ use is wrong!

How to write a strong news story

but why reading those stories can mislead you

How to write a strong news story

How to write a strong news story

but why reading those stories can mislead you

What makes for a strong news story? In this Insight, I’ll share what a media trainer told me about that. I’ll also offer my own views on how the ‘strong news’ approach creates misleading and potentially harmful stories about money, investing and pensions and what you can do about it.

Throw away your dream board

and visualize the right thing

Voodoo dream boards

Throw away your dream board

and visualize the right thing

A lot of personal coaches will tell you that to boost your chances of success on your biggest life goals, you need to imagine yourself having achieved that goal. Many will also suggest that you create a dream board (aka Vision Board) with colourful pictures of everything you want, or believe you will become, to…

Are you being overcharged?

on your pension and investment plans?

The overcharging Rhino

Are you being overcharged?

on your pension and investment plans?

So, are you being overcharged by this sort of character on your pension or investment plans? He (or she) is a Rhino you see… a thick-skinned salesperson who charges a lot 😊 and you might be shocked when you see how their charges add up!

This crazy way of charging for advice

is stopping most people getting the advice they need

This crazy way of charging for advice

is stopping most people getting the advice they need

Whether you’re rich, or of more modest means, this Insight is for you. It’s a reasonably long read (5 to 12 minutes depending on your reading speed) but I think you’ll find it worth your time. Get to grips with this issue and you could save yourself hundreds, thousands or even tens of thousands of…

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