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The open hand
Have you ever thought about how gratitude could be a key part of your financial strategy? Ken Honda calls it “arigato money”, which we could call “thank you” money. When we are children, the very first lessons we learn about social etiquette revolve around two simple phrases: “please” and “thank you.” We are taught that…
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Will you enjoy the journey?
There’s a traditional approach to financial planning that relies heavily on the maths of your money. A legacy expectation of discussing asset allocation, historic yields, and projected growth. Success can be perceivably forecast with the building of beautiful spreadsheets that show exactly how a portfolio should perform over the next few decades. But a spreadsheet…
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Keeping money in its place
We often look to our investment portfolios for ultimate security. We watch the markets, hoping the numbers will grow large enough to finally give us permission to exhale. This is so common; if you resonate with this, you’re not alone. But relying entirely on a bank balance, risk product or investment portfolio to provide your…
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The opportunity cost of ‘Inbox Zero’
Have you ever started off your day with the intent to mark off everything in your email inbox as ‘Read’? Sometimes, we have this perception that our emails need to be all read and sorted before we can move on to our next task. We are often taught to manage our time with the same…
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Inheritance without instruction
When families who have spent decades building a substantial financial foundation sit down to talk about money, a quiet, often unspoken anxiety usually surfaces. As they look to the future, they worry about the impact their wealth will have on their children. Will the capital empower them to build meaningful lives, or will it remove…
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Designing a frictionless recovery
When we build a financial plan, we naturally spend most of our time looking at the horizon. We focus on the big, exciting milestones: funding a comfortable retirement, selling a business, or leaving a meaningful legacy. We engineer our long-term investments to weather global economic storms. But in doing so, we often neglect the everyday…
Financial Planning and Investments and Markets
