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Why financial planning is not common sense

And why that’s a good thing!

21st November 2023 Mencken. Clear, simple and wrong. Paul Claireaux

Why financial planning is not common sense

And why that’s a good thing!

21st November 2023
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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…

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

7th November 2023 Swimming naked. Buffett. Paul Claireaux

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

7th November 2023
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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 (new, recent and experienced) because we all need to ensure…

Why most managers take bigger risks with your money, than you’d expect.

The story of Tony Dye

6th January 2021 Tony Dye. Bulls and Bears. Paul Claireaux

Why most managers take bigger risks with your money, than you’d expect.

The story of Tony Dye

6th January 2021
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In this extract from chapter 5 of my book ‘Who misleads you about money?’ I explore the story of Tony Dye to help you understand why most fund and wealth managers will always take bigger risks with your money than you might reasonably expect. Dye was the chief investment officer at Philips and Drew when…

The Nobel name dropping game

depends on which name you drop

15th November 2020 Modern Portfolio Theory. Paul Claireaux

The Nobel name dropping game

depends on which name you drop

15th November 2020
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Working inside the Financial Services industry for 25 years, and observing it from the outside for another ten, I guess I’ve seen a lot of what goes on. I know what good (and fair priced) financial products, and financial advisers, look like, and many of those advisers are really good at their job. However, they’re…

12 reasons to offer Financial Education

and one reason not to.

13th November 2020 12 reasons for financial education

12 reasons to offer Financial Education

and one reason not to.

13th November 2020
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Creating (or helping others to create) an engaging financial education programme delivers enormous value to any financial services business. It’s a great way to contribute to making the world a better place too. If you offer financial advice or products or both or you provide Marketing, Website Design, Videography or Speaker training services to this…

This crazy way of charging for advice

is stopping most people getting the advice they need

25th October 2020 Crazy way of charging. Paul Claireaux

This crazy way of charging for advice

is stopping most people getting the advice they need

25th October 2020
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Whether you’re rich, or of more modest means, this Insight is for you. It’s a reasonably long read (5 to 12 minutes depending on your reading speed) but I think you’ll find it worth your time. Get to grips with this issue and you could save yourself hundreds, thousands or even tens of thousands of…

Investment risk bubbles are everywhere

But, incredibly, not all the experts believe they exist

19th October 2020 bubbles everywhere

Investment risk bubbles are everywhere

But, incredibly, not all the experts believe they exist

19th October 2020
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Hey guys, I’ve just (October 2020) updated some parts of this long post on investment risks. The last time I updated it properly, was in February 2018. I may update it again, at some point, when something significant changes. For now (October 2020) my message is simply this: The risks in markets are getting higher

A story about a banker and his standard deviations

and the lesson it offers on Investment Risk

18th October 2020 No golden rules, Shaw

A story about a banker and his standard deviations

and the lesson it offers on Investment Risk

18th October 2020
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If you’ve not yet heard this true story of the Investment Banker and his standard deviations, read on. This ludicrous but funny story might just help you remember one of the most important things about investment risk – and it’s this. The model the ‘experts’ use is wrong!

6 Investment questions to ask your adviser

And the stock answers you really must challenge

6th May 2020 6 questions to ask PCC

6 Investment questions to ask your adviser

And the stock answers you really must challenge

6th May 2020
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In this Insight, I’ll share 6 essential questions for you to ask your adviser/wealth manager if you want to have a meaningful conversation about your investments. You can also use these questions when employing an adviser for the first time, or if you change your current one. There’s a lot of content in here: Time…

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