Money Matters: A portfolio is not a plan and outperformance is not a goal.
Financial Plan updates are paramount; a portfolio is not a plan and outperformance is not a goal. This “Commandment” is rather important when clients [...]
Money Matters: Automate your savings or fail to save enough.
The concept of Behavioural Economics has been a significant contributor in non-fiction literature in recent years, not only because it is vastly more interesting [...]
Money Matters: Best long-term returns come from good quality company investments (equities).
As I mentioned in the first commandment; the most successful investors buy good quality companies. By evaluating the fundamentals of a company, whilst assessing [...]
Money Matters: Inflation: Friend, Foe or Both?
Inflation is one of the macroeconomic factors that individual investors rarely take into consideration when planning their futures. It is one of the many [...]
Money Matters: 10 Commandments – An Introduction
There is a substantial body of information available to investors, much of which can be contradictory and misleading. Having a financial plan that you [...]
Money Matters: The stock market rewards the patient.
“Genius is eternal patience” – Michelangelo The virtue of patience is arguably one of the requisite qualities that segregates successful investors from the rest [...]