Insights

FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

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

FILTRATE Checklist points 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

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.

A checklist you'll never forget. Paul Claireaux

How to choose the right boxes for your money.

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?

It pays to keep an open mind. Carl Sagan. Paul Claireaux

Thinking about choosing boxes for your money?

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…

How much Investment risk is right for you?

When the tide goes out. Warren Buffett. Paul Claireaux

How much Investment risk is right for you?

A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (novice, recent and experienced) because we all need to ensure…

Why financial planning is not common sense.

Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

A 10 to 20-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…