Blog
Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!

The Wit and Wisdom of Charlie Munger
Topic:
Investments
Excerpt:
“In the corporate world, if you have analysts, due diligence, and no horse sense, you’ve just described hell.”

A Simple Plan for Managing Pain
Topic:
Pearls of Wisdom
Excerpt:
Does the idea of losing money cause you anguish?

The Most Important Step in Retirement Planning
Topic:
Wealth Planning
Excerpt:
A recent article in CPA Magazine examined the most important step in retirement planning, and in my opinion, they got it right. Most people will say

“Sell Everything”. . . At Your Peril
Topic:
Investments
Excerpt:
It is easy to understand that investors were solicitous after the first week of 2016. Fully 10% of the value of the Shanghai Composite Index had

How “Active” is Your Manager?
Topic:
Investments
Excerpt:
One of the great debates in the investment world revolves around the value of “active” management. Active managers pick individual stocks (or bonds)

Organization, That’s the Key
Topic:
Human Interest
Excerpt:
We all stumble across things that strike us instantly as clever or potentially useful. Usually they grab us because we see an immediate role for them

Time Poverty: Why Are We All So Busy?
Topic:
Human Interest
Excerpt:
"The predictions sounded like promises: in the future, working hours would be short and vacations long. “Our grandchildren”, reckoned John Maynard

The Mobile Dragon
Topic:
Pearls of Wisdom
Excerpt:
“You forgot your wallet, and it’s four flights up to your apartment in Shanghai’s French Concession. No worries. You’ve got your smartphone. Open

Patternicity: Investor Behaviour and Pattern Seeking
Topic:
Investments
Excerpt:
You have heard the stories. An image of the Virgin Mary can be seen on the side of a grain silo! Trenches have been spotted on Mars! Maybe you were

Towards a Brighter Future
Topic:
Pearls of Wisdom
Excerpt:
An attribute required for long-term investment success is an element of optimism about the future. Great companies find a way of navigating difficult