Insights

Booker T. Lift up someone else. Paul Claireaux

Could a focus on financial education make you happier, and more motivated at work?

A 10 to 20-minute read, depending on your speed. This is the first of several Insights on the benefits of putting financial education at the heart of your business. This series is for anyone leading (or influencing) a business offering financial planning, advice, coaching, products, or fund management. If that’s you, you’re in the right…

Can you solve the same birthday riddle?

School Children. Hands Up. Paul Claireaux

Can you solve the same birthday riddle?

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.

Why financial planning is not common sense

Mencken. Clear, simple and wrong. Paul Claireaux

Why financial planning is not common sense

A 10 to 15-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Common-sense answers to common and simple questions are helpful. But with complex questions (like making…

Four ways to choose good boxes for your money

FILTRATE checklist. 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

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…

How to choose the right boxes for your money.

Never forget this checklist. Paul Claireaux

How to choose the right boxes for your money.

A 6 to 12 -minute read – depending on your speed. This is the second 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 we believe…

Thinking about choosing boxes for your money?

Sagan. Keep an open mind. Paul Claireaux

Thinking about choosing boxes for your money?

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…