Insights

Who might be happy after a stock market crash?

Grace, Ian and Robert. Paul Claireaux.

Who might be happy after a stock market crash?

A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically 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…

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…

How many ways are you unique?

How many ways are you unique. Clean. Paul Claireaux

How many ways are you unique?

When we recognise we’re unique, we stop wasting time looking for ready-made financial plans – from bloggers, influencers or the money pages of the Press. Instead, we focus on designing what we need – a plan for our unique circumstances and financial life goals. We are unique in many ways, as we’ll see, but we…

What makes you financially unique?

What makes you unique. Penguins. Paul Claireaux

What makes you financially unique?

This is the second of two Insights on the many ways that each of us is unique – and why your understanding of this is key to planning your money.

How to choose the right boxes for your money.

A checklist you'll never forget. Paul Claireaux

How to choose the right boxes for your money.

A 5 to 10-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 this…

Four more ways to choose good boxes for your money.

FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

A 6 to 12-minute read – depending on your speed This is the last of four Insights on how to choose the right boxes for your money. Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.