Latest Articles
The only investing goal that matters: your own!
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. The following article is
Merry Christmas! Season’s greetings from all of us to you
The year has flown past, and as our thoughts turn to trees, tinsel and turkey, we’d like to thank all our fantastic clients for your
My most valuable lessons
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. The following article is
Ho ho ho! The smart move that has 1 in 10 borrowers feeling jolly
Home owners have been battling rising interest rates for over a year and a half now. But a new report reveals the important step some
A heavy story about how we treat people
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. The following article is
What’s tipped for house prices in 2024?
If buying a home is at the top of your wish list for 2024, don’t miss our rundown on how the property market has fared
The problem with recency bias, and how to fix it
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. The following article is
More lenders sign up to low deposit first home buyer scheme
First home buyers with a small deposit now have an even wider range of lenders to choose from. We reveal the latest banks to join
Navigating opportunities in volatile markets
This article is reproduced with permission by Andrew Doherty from AssureInvest. Activity is slowing, more volatile and with starkly different characteristics across regions. Growth has
Where to place your focus
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. The following article is
How to manage your home loan over Christmas
It may be called the silly season but a few smart strategies could help you enjoy the festive season this year without missing a beat
The marginal utility of Jeni’s Salty Caramel Ice Cream
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. The following article is