Taking a View – Twenty Questions for Investors
Today’s post is a summary of the most important questions that every investor needs to answer for themselves.
Category: The Problem
Financial coaching
Today’s post is about financial coaching – what is it, and how could it help you?
Pick and Mix Portfolios – your choice from zero to £1M
Today’s post is about fitting together the various portfolios we describe here at 7 Circles into a coherent whole as you move along your journey to financial independence. It’s Pick and Mix Portfolios.
Risk Tolerance Questionnaire – Scoring and Blending
Today’s post is about building a composite Risk Tolerance Questionnaire from the three publicly available ones that I have found.
7♥ – Don’t Keep Up with the Joneses
Don’t Keep Up with the Joneses – Avoid Lifestyle Inflation and Choose Your Friends Carefully
Risk Tolerance
Today’s post is about Risk Tolerance. How can we as Private Investors work out objectively what our risk tolerance is?
FinLife – Financial Life Coaching
Today’s post is a look at an article on how the world of financial advice is evolving away from investment management and towards Financial Life Coaching.
I Wish Money Had Never Been Invented
I wish that money had never been invented – a visit to the Tate Gallery in St. Ives sparks a meditation on the utility of money.
Sequencing risk in accumulation – who ate Joe’s pension?
We look at a white paper from GMO, which analyses sequencing risk during the accumulation phase and recommends dynamic asset allocation.
Economics Manifesto – New Savings Culture
We look at the Economics Manifesto from Policy Exchange. Will its proposals lead to a new savings culture in Britain, or is there an elephant in the room?
The Banker and the Fisherman
Today’s post is about the parable of the banker and the fisherman. The banker and the fisherman I’m sure many of you will have come across this story before. This is…
Money for Life – Financial Health Check
This post is the first in a series describing the basics of personal finance – the things that you need to do before you start investing. Life Stages Life can…
