Home > wealth

Posts Tagged ‘wealth’

Who might be happy after a stock market crash?

and who might be seriously upset?

16th November 2023 Who might be happy with a stock market crash. Paul Claireaux

Who might be happy after a stock market crash?

and who might be seriously upset?

16th November 2023
Share3
Tweet
Pin
Share
3 Shares

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.

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
Share7
Tweet
Pin
Share
7 Shares

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…

Should you pay for financial advice?

And if so, what is a reasonable price?

12th October 2023 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what is a reasonable price?

12th October 2023
Share
Tweet
Pin
Share
0 Shares

If you’re thinking about working with a financial coach, planner or adviser, or you already receive such a service and you’re concerned about the price, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, that’s quite a long read, but we believe everyone needs to understand the…

What is the true cost of a pension?

and why might it be LESS than 'some' experts tell you?

8th April 2022 Cappuccino Pension. Paul Claireaux

What is the true cost of a pension?

and why might it be LESS than 'some' experts tell you?

8th April 2022
Share47
Tweet
Pin
Share
47 Shares

So what is the true cost of a pension? It sounds like a simple question doesn’t it? But it’s seemingly impossible for some financial journalists to get to the bottom of it – as I summarised in this video So, let’s see how the Press and others might, inadvertently, mislead us about pensions, and if this might…

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
Share1
Tweet
Pin
Share
1 Shares

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
Share3
Tweet
Pin
Share1
4 Shares

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…

Financial Secrets for thirty somethings

Part 1. The questions about money we all share

12th November 2020 Financial Secrets for thirty somethings

Financial Secrets for thirty somethings

Part 1. The questions about money we all share

12th November 2020
Share3
Tweet
Pin
Share3
6 Shares

A while back (January 2018) a young lady, Niamh, posted a question about financial planning on LinkedIn, and it went viral! Yes, incredibly, within just a few days her post attracted many thousands of likes and over 1,000 comments! Which is really odd when you think about it because most people would say that personal…

It’s OK to miss the best days

So you can ignore that misleading nonsense

10th November 2020 Lies, damned lies and Statistics. Disraeli. lies. Paul Claireaux

It’s OK to miss the best days

So you can ignore that misleading nonsense

10th November 2020
Share25
Tweet
Pin
Share2
27 Shares

If you follow the money pages of any newspaper, you cannot have missed the ‘missing the best days’ story. But what they won’t tell you is that this story is … well… complete and utter nonsense. So, let’s expose it for the grossly misleading rubbish that it is – before you base any of your investment decisions…

How to overcome fear

without trying to avoid it

30th October 2020 Fear of freefall

How to overcome fear

without trying to avoid it

30th October 2020
Share16
Tweet
Pin
Share
16 Shares

If you google ‘How to overcome fear?’ you’ll find c. 250 million results… and that’s quite a lot of stuff to read 😉 What’s interesting though, is that there are three times as many Google results (750 million) on the question of ‘How to avoid fear?’ So, when you get fearful about certain matters, as…

Page 1 of 41234