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Advice to Avoid

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th May 2024 FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th May 2024

A 6 to 12-minute read – depending on your speed This is the last of four Insights on how to choose the right boxes for your money. Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

4th May 2024 FILTRATE Checklist points 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

4th May 2024

A 10 to 20-minute read – depending on your speed This is the third of four Insights on how to choose the right boxes for your money. Our aim in this series is to equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And…

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

4th May 2024 A checklist you'll never forget. Paul Claireaux

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

4th May 2024

A 5 to 10-minute read – depending on your speed. This is the second of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And we believe this…

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

4th May 2024 It pays to keep an open mind. Carl Sagan. Paul Claireaux

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

4th May 2024

A 10 to 20-minute read – depending on your speed This is the first of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And this checklist will…

Who might be happy after a stock market crash?

and who might be seriously upset?

1st May 2024 Grace, Ian and Robert. Paul Claireaux.

Who might be happy after a stock market crash?

and who might be seriously upset?

1st May 2024

A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically important paradox of investing. In short, you’ll know why stock market crashes can (simultaneously) be good news for some people and miserable for others! We…

The two most important factors to consider when investing

that you must never forget.

10th January 2024 Two most important factors for investing. Paul Claireaux

The two most important factors to consider when investing

that you must never forget.

10th January 2024

(a 7 to 10-minute read, depending on your speed) In this final (of three) Insights, you’ll learn the two most important factors to consider – when trying to decide what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced)…

The first two factors to consider when investing.

that you must never forget.

10th January 2024 The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

that you must never forget.

10th January 2024

A 5 to 10-minute read, depending on your speed In this second (of three) Insights, you’ll learn about the first two of four factors to consider when deciding what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced) investors…

Can you solve the same birthday riddle?

and how could that help you in life?

6th January 2024 School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

and how could that help you in life?

6th January 2024

A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense, we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.

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