You have to be in gold
All of us could benefit by examining our inclination to invest with our hearts rather than our heads— especially when it comes to gold.
In this section you will find useful guides, research and other material on wealth planning from external sources, some of which are mentioned in the book.
All of us could benefit by examining our inclination to invest with our hearts rather than our heads— especially when it comes to gold.
A guide which will show you how human emotions and behaviour can affect investment decisions from the key principles revealed in the study of behavioural finance.
You can find funds which invest in a wide variety of markets and sectors. But wherever you invest, your fund managers will take one of two basic approaches to managing your money: active or passive investing.
Finametrica is a world leader in the provision of psychometric risk testing software which is used by many of the leading wealth management and financial planning firms. This useful guide sets out the historic risk and return results for sterling based investors since 1970 and provides excellent historical context for making investment decisions.
A recent white paper on the timeless principles of investment, set out in simple language.
Lukas Schneider’s unpublished research thesis from 2007, referred to in the book, is available in full. Reproduced by kind permission of Lukas Schneider.
Here you’ll find useful briefings on issues that need a little bit more explanation or depth.
Ask Jason a wealth-related question.
Details of high quality wealth management firms across the UK.
Read Jason’s latest views on wealth-related issues.
Access helpful and free wealth planning tools.
For more information on some of the subjects discussed in the book.
Download all the templates and documents referred to in the book for free.