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Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

28th May 2024 FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

28th May 2024

A 6 to 12-minute read – depending on your speed This is the last of four Insights on how to choose the right boxes for your money. Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.

The first two factors to consider when investing.

that you must never forget.

28th May 2024 The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

that you must never forget.

28th May 2024

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

Why financial planning is not common sense.

and why that's a good thing.

28th May 2024 Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

28th May 2024

A 10 to 20-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. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…

Five reasons we don’t talk about money.

And how to overcome them.

28th May 2024 Elephant in the room.

Five reasons we don’t talk about money.

And how to overcome them.

28th May 2024

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 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 with close friends, family, or…

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

and how to overcome these blocks.

28th May 2024 Lone Elephant. Paul Claireaux

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

and how to overcome these blocks.

28th May 2024

This (10 to 20-minute read) is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, that’s most of us at times! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with close friends, family or a…

The two most important factors to consider when investing

that you must never forget.

28th May 2024 Two most important factors for investing. Paul Claireaux

The two most important factors to consider when investing

that you must never forget.

28th May 2024

(a 7 to 10-minute read, depending on your speed) In this final (of three) Insights, you’ll learn the two most important factors to consider – when trying to decide what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced)…

Can you solve the same birthday riddle?

and how could that help you in life?

28th May 2024 School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

and how could that help you in life?

28th May 2024

A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense, we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.

Should you pay for financial advice?

And if so, what's a reasonable price?

28th May 2024 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

28th May 2024

If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…

Who might be happy after a stock market crash?

and who might be seriously upset?

28th May 2024 Grace, Ian and Robert. Paul Claireaux.

Who might be happy after a stock market crash?

and who might be seriously upset?

28th May 2024

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…

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

28th May 2024 FILTRATE Checklist points 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

28th May 2024

A 10 to 20-minute read – depending on your speed This is the third of four Insights on how to choose the right boxes for your money. Our aim in this series is to equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And…

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