financial plan

  1. 17 May 2019

    A financial plan should be based on YOUR circumstances, needs, and objectives

    When it comes to money, I'm a "set and forget" kind of guy — one sign of a good strategy is that you can leave it alone. What you should review, every so often or when life shifts, is whether the plan…

  2. 6 August 2018

    The folly of predicting market downturns

    I'll start with a prediction. At some point in the future, the sharemarket will go down. It might go down in a big way. That's as accurate a prediction as anyone can make — timing and scale are out of…

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