This original content is my way of sharing ideas and concepts which I believe will help you to make a success of your financial life. You will get insight into how I think and consequently what I focus on trying to do well when helping you to reach your objectives.
Reach out if you have any questions on the above or need help making progress in your financial life.
Follow White Investments Facebook Page for insights, motivation and sometimes a bit of fun.
Consider signing up for my monthly newsletter where you will receive these and other insights when they first release. You can check out past editions here.
We are emotional beings and fewer events bring a swifter call to action than the possibility or indeed the reality of “losing” money in a market downturn. In fact because we are emotional beings we tend to fear a loss far more than we enjoy a profit – This makes…
If you are a regular reader of some of the more prominent financial websites you will be aware that there is some real animosity towards “financial advisors”. Apparently collectively we have little ability to identify our gluteus maximus’ from our olecranon process’. 1 However, the term financial advisor captures a…
Almost all of us have dreamt of winning the lottery. The idea of such a windfall inspires our imaginations to conjure up all manner of possibilities. Most fantasies probably involve some combination of less work, more travel and probably a “few” material purchases. Not that many of us would want…
There is a new buzz-phrase doing the wealth management rounds at the moment. And like most catch-phrases it comes with its own acronym, G-B-I for Goal Based Investing. One of the larger financial institutions penned a recent article hailing this as the ‘future of financial planning”. That all sounds pretty…
While I have stolen the idea for the title of this article from an onscreen icon, I will refrain from going into too much of a cheesy metaphor related to the suave, Walther PPK toting, British secret service agent. Suffice to say that the similarities begin and end with the name –…
Dear Santa, The first Christmas that I can remember I think I was two. I was too young to have written you a letter but somehow you managed to give me the most amazing gifts that year. Under the tree on Christmas morning were a whole lot of boxes.
White Investments’ Education Savings Solution (download our brochure) For all you need to know about saving for your kids education – Questions and answers A recent article (2014) highlighting the most expensive schools in South Africa, received loads of coverage in the…
Don’t you hate when you go to someone looking for a quick answer and all you get is – “Well it depends” “It depends” comes with the territory in investment and financial planning unfortunately. Some clients like the fact that I have strong analytical skills and can consider investments under…
If we are honest with ourselves, achieving our future financial goals is more often influenced by personal psychology than by mathematical ability. If we are not making ends meet each month, not saving for retirement or we are swamped by debt, it probably has nothing to do with our inability…
I often speak of getting the basics right when it comes to investing and how that can make a significant difference to your final net wealth position. A common metaphor that captures this concept rather nicely is “picking the low hanging fruit”. In other words doing the small and…
Let’s change the ending…
You may not have the power to change where you are but you can change where you are going.