Insights
How much Investment risk is right for you?
24th September 2023This is a 10 to 20-minute read – depending on your speed. This Insight is for all investors – new, recent and experienced. Yes, everyone – because we believe, as a bare minimum, you (and your adviser if you have one) should take care to ensure that the level of risk you take on your investments…
Why financial planning is not common sense
9th September 2023
Why financial planning is not common sense
9th September 2023This Insight is for anyone who relies on common sense to guide their financial planning. And, yes, that’s most of us, from time to time. Here, we’ll see how common-sense thinking can lead us to make enormous mistakes with our money and in other aspects of our lives. And we’ll offer some ideas for dealing…
Who might be happy after a stock market crash?
27th August 2023
Who might be happy after a stock market crash?
27th August 2023By the end of this Insight, you’ll understand more than most people about this 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 know that sounds impossible, but it’s what sometimes happens in the real world. So, it’s essential…
Does your team know enough about human behaviour?
7th August 2023
Does your team know enough about human behaviour?
7th August 2023This Insight is for YOU if you lead a Financial Service (fund, advice or planning) firm, and want your business to become – or maintain your position as – a ‘go-to’ place for answers to the big questions about money.
Why financial education is key for employers
11th January 2023
Why financial education is key for employers
11th January 2023If you’re an employer, HR manager, or an affinity group leader, this is for you. In this post I’ll explore why financial education is key to people’s well-being in the workplace. I’ll also outline a simple (ABC) checklist to help you test whether your education programme is one of the best. This is a 10…
Well-being is a skill
28th December 2022
Well-being is a skill
28th December 2022A few years ago, (Sept 2015) I had the pleasure of a trip to a London Theatre to hear experts present their research on well-being – and discuss what it means with the Dalai Lama.
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