Category: MARKET

In finance, as in life, there are opinions, and there are facts. Opinions are everywhere. You hear them at dinner parties, read them in the news reports, and see them […]

Let’s be honest. Nobody wakes up excited to pay their car or home insurance premiums. It is the ultimate “grudge purchase”. You pay for something you hope never to use. […]

In the world of finance, it is easy to get distracted by the shiny objects. We hear about the next big tech stock, cryptocurrency, or complex hedge fund strategies. We […]

We tend to assume that the journey to financial success is linear. We imagine that as our net worth rises, our stress levels will fall. We believe that once we […]

We often talk about the emotional side of money, but sometimes the barrier to peace of mind is purely logistical. Over a lifetime of working, moving, and saving, it is […]

(This is the last blog of three about biases and how they impact our financial planning, all published this month.) If you’ve ever walked away from a brilliant webinar or […]

If financial planning were just about logic, calculators would replace conversations. But as we all know, that’s not how life works. Your relationship with money isn’t built solely on maths; […]

FACT: It’s hard to see what we can’t see… One of the hardest truths to accept — in finance, relationships, and life — is that our thinking isn’t always as […]

When it comes to financial planning, some goals can take decades to come to fruition. Retirement. Paying off a bond. Funding education. Leaving a legacy. Long-term goals matter; they guide […]

Want a better life? Be boring… Why?? Well, it can be argued that consistent, simple choices often lead to the most extraordinary outcomes! Here’s the thing: We don’t often celebrate […]