Insights

Get in the flow

Why would you want to get in the Flow?

If you’re striving to achieve more of the things that matter to you, this Insight on getting into the ‘Flow’ will help. This is a 5 to 10-minute read, depending on your speed.

Should you pay for financial advice?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

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,…

How much Investment risk is right for you?

When the tide goes out. Warren Buffett. Paul Claireaux

How much Investment risk is right for you?

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 (novice, recent and experienced) because we all need to ensure…

The first two factors to consider when investing.

The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

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…

The two most important factors to consider when investing

Two most important factors for investing. Paul Claireaux

The two most important factors to consider when investing

(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)…

How to build an awesome financial plan.

Seven Steps. Paul Claireaux

How to build an awesome financial plan.

A 10 to 20-minute read, depending on your speed. The shocking thing is that almost no one knows how to design a financial life plan. Yet, there’s a widely agreed-upon (and life-changing) approach to this challenge that can help you regardless of where you live, your age, or your level of wealth. So, in this…

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