Insights

Swimming naked. Buffett. Paul Claireaux

How much Investment risk is right for you?

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…

Why financial planning is not common sense

Clear, Simple and Wrong. HL Mencken. Paul Claireaux

Why financial planning is not common sense

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…

Who might be happy after a stock market crash?

Who might be happy with a stock market crash. Paul Claireaux

Who might be happy after a stock market crash?

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…

Does your team know enough about human behaviour?

18 books on matters of the mind.

Does your team know enough about human behaviour?

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.

Why financial education is key for employers

Financial Education is essential in business. Paul Claireaux

Why financial education is key for employers

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…

Well-being is a skill

Elements of your well-being

Well-being is a skill

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.