Most of the books above are fictional – in the sense that they don’t technically exist (outside of my mind or this blog). Today, I want to share Devil's avocado: ...
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Most of us want to feel financially secure. How we feel about our financial situation is highly personal. Quite often I speak with people who are worth millions of dollars ...
The idea that there is one specific way to invest, or to manage your financial affairs, is kind of weird. This might seem like I’m contradicting myself, since when I ...
Lately, I’ve been joking that I often feel more like a biographer than a financial planner. I now wonder whether that’s really a joke, or actually the truth. The reason ...
To my mind, financial planners offer four distinct investment services. These services have traditionally been offered as part of a single package, for good historical reasons. For a lot of ...
If you’re interested in becoming a financial adviser, this article is my attempt to provide some initial thoughts and breadcrumbs. Background to this article Quite a few people ask me ...
There are many different types of “financial adviser.” You may think you want to engage a financial adviser. Or you may wonder whether it’s worth engaging a financial adviser. That’s ...
I recently celebrated Fairhaven Wealth’s third birthday. I’ve been reflecting on the past of the business, and its future. In this article I’m going to share some of my thoughts. ...
I’m going to wear my “futurist” hat and make a prediction: In the future, there will be a boom industry of people who are paid to have one-off conversations. In ...
If you decide to engage a financial adviser, you might think that the decision would make you better off financially. That’s not necessarily true. I was chatting with some clients ...
This week I gave a 30-minute presentation to a group of engineers. I talked about investing and insurance, while emphasising the importance of making financial and lifestyle decisions that are ...
Every now and then, I see people use the word “fiduciary” when it comes to financial advice. Although I 100% support what the term represents — an alignment between the ...
I’ve worn braces at two points in my life. The first time was when I was a teenager. The second time was soon after my 30th birthday. The first time, ...
“I’m not racist, or a Luddite, but…” If you want people to listen to what you have to say, a good gambit is to say “I’m not racist, but…”. The ...
When it comes to money, I’m a “set and forget” kind of guy. If you have a good investment strategy in place, you should be able to forget about it ...