6 Behavioural Biases Affecting Investment Decisions (Update 2023)
“I can calculate the motion of heavenly bodies, but not the madness of people”
Sir Isaac Newton, 1720
It pays to know where your financial advice comes from
In the aftermath of the storm that hit the financial planning industry following Commissioner Haynes report on the financial services royal commission, which saw several big institutions exit the financial planning business, the one question that clients are (and should always have been) asking is – who is my Financial Adviser working for?
How to get off the financial treadmill
Do you often feel like you’re on a treadmill when it comes to getting paid each week/month and having to meet all of the routine family expenses, loan repayments, bills etc? Like you’re running on the spot, and going nowhere? In our Mackay and Bowen Basin region, this is often amplified, because there are often very healthy incomes that make us feel like we should be getting ahead!
The Uncommon Average: Long-Term Context on Annual Returns
Historically, the Australian stock market has delivered an average annual
Fiduciary excellence is a journey, not a destination!
“Clients must expect that they are the client and the
Yoga: Teaching you how to Invest
True Wealth is not just having money in the bank, it’s an inner condition of wellbeing. It’s about your financial health, your personal growth, your life and love, your passions. Your health is also your wealth.
The Seven Faces of Valued Advice
What is the value of great advice?
For advisers who have perceived their value to clients as the ability to deliver positive returns year after year or be accurate forecasters of markets, they will be finding it hard to enunciate their value proposition in this complex age we live in.
Vlog: Early Bird gets the Worm – Compound Interest
Welcome to Alman Partners‘ very first Vlog! In the first