BEHAVIORAL FINANCE

Damon Albarn

7 ways midlife investors can win this year

Investors entering their 40s face multiple competing priorities — increased income, yes, but also increased expenses as families grow. In some cases, they also care for their parents alongside the children, while managing retirement planning. In your 40s, it’s time to make sure you have the right savings habits and are investing at the appropriate …

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Are the “goals” of financial planning helpful or harmful?

Are the “goals” of financial planning helpful or harmful?

In an effort to inspire clients and potential clients to take action on financial planning, we see an endless stream of advertisements featuring exotic golf courses, beaches, sailboats and sea mammals. Words like “hopes”, “dreams” and “passions” are often invoked. And for the smaller subset of people in this world who regularly use these terms, …

Are the “goals” of financial planning helpful or harmful? Read More »

Are the “goals” of financial planning helpful or harmful?

Are the “goals” of financial planning helpful or harmful?

In an effort to inspire clients and potential clients to take action on financial planning, we see an endless stream of advertisements featuring exotic golf courses, beaches, sailboats and sea mammals. Words like “hopes”, “dreams” and “passions” are often invoked. And for the smaller subset of people in this world who regularly use these terms, …

Are the “goals” of financial planning helpful or harmful? Read More »

Eggs

Sometimes it’s worth focusing more on the “personal” than…

The global pandemic has prompted a massive re-examination of personal priorities. The big quit along with the growing number of people moving from cities to suburbs and small towns are just a few examples of how people seem to be changing the way they value compromise in their work, family, and financial lives. These case …

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Financial planning isn't just complicated, it's complex - there's a difference

Financial planning isn’t just complicated, it’s complex – there’s a difference

Yeah, until very recently I thought complicated and complex were pretty synonymous too, but after reading General Stanley McChrystal’s book, The team of teamsI have been warned and educated. The book, ostensibly aimed at business leaders, guides us through the fascinating philosophical and practical framework necessary to bring together a myriad of the world’s elite …

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