Month: September 2020

Please forgive me for indulging myself in this issue of my regular blog. I am celebrating 50 years as a financial adviser and I am not quite done yet! For those of you receiving this who have not subscribed to my blog, don’t worry, you won’t get another one unless of course you do decide…

When we think about moving ourselves and our families along the path towards prosperity it is easy to start concentrating on the money that we are accumulating, but that would be a mistake. To quote  Brent Kessel’s famous book title It’s not about the money. Rather it is about the  possibilities that money affords.  …

Will it cost me to invest ethically? This is a question I have often been asked over the years.  Particularly during what we might call the Covid era, many of us have become a little less selfish and a bit more concerned with, and thankful for, others. We have perhaps been more concerned for our…