Why it’s incredible that goal-based financial planning isn’t a huge thing

Why it’s incredible that goal-based financial planning isn’t a huge thing

The complaint from many people back in the noughties was “we were just drifting along and didn’t give much consideration to the future because we were so busy”. If that was you, then do me a favour and identify a goal you can remain focused on long term. Goals-based financial planning works. Here’s why.

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7 reasons to walk away from an investment opportunity

7 reasons to walk away from an investment opportunity

Rather than living to regret past decisions, actively seek out investment opportunities that tally with your financial objectives. Here’s a handy checklist that should keep you on track when assessing the ‘suitability’ of certain types of investments.

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You’re about to get mauled by the tiger. Here’s how to prevent it

You’re about to get mauled by the tiger. Here’s how to prevent it

Tigers are very impressive animals, but I’d never want to train them for a variety of reasons. But believe it or not, investments have similar characteristics to the big toothed feline.

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The calm before the storm

The calm before the storm

You might be forgiven for thinking that you need to be a mathematician, actuary or a magician to properly assess investment opportunities. This week’s blog probably won’t do much to persuade you otherwise, but you will at least find out what I’ve been reading this week.

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