Tell me about your childhood
In the decades of my involvement in financial planning, financial psychology has been an increasingly important part of what we do. In the olden days,
Philip Wise
May 3, 2022
Our Latest Posts
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Should the word “retirement” be retired?
I’ve always been interested in the origin of words and phrases. It turns out that “humble pie” was actually a dish you could eat (“umbles”
Philip Wise
April 25, 2022
What is “fair” in estate planning?
How should you divide your estate amongst your children, grandchildren and others? We are often asked to comment on whether clients have divided up their
Philip Wise
April 19, 2022
Are you risk literate?
Everybody understands the importance of literacy, and there has been plenty of discussions about it in the Wise household this weekend (prompted by my attempts
Philip Wise
April 11, 2022
Safe withdrawal rates
How to navigate withdrawing income from your portfolio, safe withdrawal rates and market downturns In previous blog posts, I’ve commented on safe withdrawal rates. Your
Philip Wise
April 5, 2022
Back to the 1970s?
In the last year or so, the biggest worry raised in our conversations with clients has been a return to higher inflation. It’s an economic
Philip Wise
March 22, 2022
Managing a successful retirement – Guest feature
I’m delighted to be able to introduce a guest blog post. The post is written by one of our clients, who is a professional life
Philip Wise
March 14, 2022
Ukraine – how financial planning can help
Like so many people, I am worried by the humanitarian crisis that the Russian invasion of Ukraine has caused. As a result, I have been
Philip Wise
March 8, 2022
Will Putin’s aggression affect your retirement plan?
The Russian invasion of Ukraine is worrying. An action like this will have a significant impact around the world, and it will undoubtedly have an
Philip Wise
February 28, 2022
Diversification is the answer; what was the question?
The last three months have reminded investors that reward is related to risk. With just a few exceptions, asset prices have fallen. There have been
Philip Wise
February 21, 2022