The link between human behaviour and investing
Financial planning… Isn’t that based on cold, hard facts and scientific reasoning? Surely feelings and emotions don’t have much to do...
4 saving habits of millionaires
There are no shortcuts or guarantees when it comes to achieving self-made millionaire status. That said, it can’t hurt to look at the...
Bob and Sally. A Tale of two investors
I want to tell you a short story about a couple of investors, Bob and Sally. Bob checks his portfolio values regularly, sometimes...
Planning around the retirement threshold
By now, if you are somewhere in the retirement experience – either approaching it, passing through it or leaving it behind – you will...
Why Directors and Business Owners Fail to Plan their Retirement
Company directors and owners of SMEs make plans and do forecasts all the time. Cash flow forecasts, SWOT analyses, plans for renewals and...
3 tips to avoiding inheritance tax
Benjamin Franklin famously said, ‘In this world nothing can be said to be certain except death and taxes’. And if your estate is valued...