Posts Tagged ‘Financial Education’

Why financial planning is not common sense

And why that’s a good thing!

Mencken. Clear, simple and wrong. Paul Claireaux

Why financial planning is not common sense

And why that’s a good thing!

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…

Who might be happy after a stock market crash?

and who might be seriously upset?

Who might be happy after a stock market crash?

and who might be seriously upset?

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?

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

Swimming naked. Buffett. Paul Claireaux

How much Investment risk is right for you?

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

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…

Two Nobel prize winners

with very different ideas on stock market pricing

Two Nobel Prize Winners. Paul Claireaux

Two Nobel prize winners

with very different ideas on stock market pricing

Some wealth managers promote their investment service as being robust because it’s based on the ideas of a Nobel Prize-winning economist. The trouble is, they don’t tell you about the other Nobel Prize winner of the same year, who had very different ‘herding’ ideas about what drives prices in stock markets. In this Insight, I…

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

The story of Tony Dye

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

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…

12 reasons to offer Financial Education

and one reason not to.

12 reasons for financial education

12 reasons to offer Financial Education

and one reason not to.

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…

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