Blog
Explore all my writing on the six financial freedom factors.
Thinking about risk in investment strategy means going beyond the simplistic notions of risk attitude questionnaires.
My review of Investing Demystified by Lars Kroijer. This book by the former hedge fund manager is a good summary of the basics of investment, including how to avoid the fees he used to charge.
Rules of thumb adopted by the financial advice industry are found wanting by two titans of financial economics.
This much-maligned product should remain a centrepiece of retirement planning.
My review of Beyond The 4% Rule by Abraham Okusanya. This retirement expert makes a good case for portfolio drawdown strategies, but underplays the value of annuities.
A structured approach, based on evidence, can help you find a better answer to this difficult question.
Things will rarely be as good as we hope or as bad as we fear.
My review of the Science of Wellbeing by Laurie Santos. This online course by the Yale psychologist combines rigorous evidence and practical techniques in pursuit of wellbeing.
My review of The Psychology of Money by Morgan Housel. Gems of wisdom from someone part-way along his path to financial freedom for people just starting out.
A recent paper suggests that money increases happiness over a wider range of incomes than previously believed.
The 4% rule is a simple way to figure out if you're financially secure. Frequently criticised for being naive and out-of-date, for successful professionals it’s a pretty good guide.
My review of Working Identity by Herminia Ibarra. This brilliant book on transition makes the case for acting before you think.