This 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…
This 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…
By 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…
This 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.
If 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…
A 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.