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Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

22nd February 2025 It pays to keep an open mind. Carl Sagan. Paul Claireaux

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

22nd February 2025

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

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

22nd February 2025 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

22nd February 2025

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…

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

and how to overcome these blocks.

15th February 2025 Lone Elephant. Paul Claireaux

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

and how to overcome these blocks.

15th February 2025

A 10 to 20-minute read, depending on your speed. This 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…

Five reasons we don’t talk about money.

And how to overcome them.

29th January 2025 Elephant in the room.

Five reasons we don’t talk about money.

And how to overcome them.

29th January 2025

A 10 to 20-minute read, depending on your speed. This 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…

Who might be happy after a stock market crash?

and who might be seriously upset?

28th January 2025 Grace, Ian and Robert. Paul Claireaux.

Who might be happy after a stock market crash?

and who might be seriously upset?

28th January 2025

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…

Should you pay for financial advice?

And if so, what's a reasonable price?

24th January 2025 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

24th January 2025

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,…

Can you solve the same birthday riddle?

and how could that help you in life?

3rd January 2025 School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

and how could that help you in life?

3rd January 2025

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.

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

1st November 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

1st November 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.

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