I have tremendous faith in resourceful people. If there’s one thing that working as a financial adviser has done for me, it has affirmed this faith, again and again. Something I’ve observed is that...
I’m saddened about the heartbreaking events here in Christchurch on 15 March 2019. My thoughts go out to those who were directly impacted by the senseless violence. I’ve been in touch with people in...
Do I contradict myself? Very well then I contradict myself, (I am large, I contain multitudes.) -Walt Whitman, “Song of Myself” We have different “people” inside of us. For example, there’s a part...
One of the most valuable exercises I run through with clients is “flawcasting” their financial future. It’s one thing to create a personal balance sheet setting out your existing assets and liabilities, and getting an...
(To a large extent, this blog is oriented towards money. But when I talk about “wealth” and “risk” it’s important to think in much broader terms. Wealth is not just about money. And managing...
“Maybe all one can do is hope to end up with the right regrets”, wrote Arthur Miller, famed playwright (and husband of Marilyn Munroe for 16 years). There’s a lot of wisdom in that...
In 2018, this website had roughly 7,000 visitors, nearly 11,000 visits, and over 20,000 page views. I published 64 new articles, bringing the total of articles on this blog to over 300. In recent...
Some links to interesting articles in published media such as The Press, The Sunday Star Times, and The Herald from recent months: John McCrone wrote a valuable article about “How to succeed at the retirement game“....
In the 24 June 2017 edition of The Press: Janine Starks exhorts us: “Don’t get MAD, get a firm grip on the reins“. MAD is an acronym for Money Anxiety Disorder. Starks prescribes ten...
