Beware Your Unconscious Biases 
There is no shortage of people declaring ‘how to invest’. By contrast cautionary tales on what to avoid are fairly rare; that’s what makes them refreshing.

Wanting Winners - Winners Wanting 
When financial planner Frank had an enquiry from prospective client Felicity, he found, due to her friend’s advice, a wish to invest in fund manager ‘winners’; knowing this could be misguided, he sought input from a member of Palmer’s investment team.

"Give Me Three Good Reasons!"
Keith had no idea the Joseph Palmer & Sons had been investing for a hundred and fifty years, he wants to hear how Ray reacts to this challenge: "give me three good reasons why I should hand over several million dollars for you to handle for me".