Blog
Our advisers and support team are here to help you, every step of the way.
I am not Bobby Axelrod!
So like many others who have been locked down due to isolation and Covid restrictions, I have taken up the 30 day trial with Stan as I have pretty well exhausted Netflix, Foxtel and Google movies.
Who to trust for advice?
It has been a rough couple of weeks for investment markets, but as I have discussed with clients one - on one, this is a temporary decline in a permanent uptrend. For those who have been clients for longer than a few years will attest to, we have a consistent message when asset prices take a fall like theses have done.
Another Jack Bogle tribute.
Not many investors in Australia would know of a bloke named Jack Bogle but he passed away last week.
Let me share my thoughts on how this great man changed investing in managed money for the better.
Being Frank about it.
SMSFs will potentially be affected by the Federal Opposition’s recently announced intentions to remove the ability for excess imputation credits to be refunded (albeit with clarification that pensioners and some self managed super funds (SMSF) may be exempt from this change).
The colour of your money
Whether you are retired, or perhaps in need of extra cash to support the kids, your investments can play a role in helping you with a regular source of income.
Investing in a low rate environment
“Lower for longer” has been a common theme running through interest rate markets for the past few years. So how should investors be positioning their portfolios in this environment?
Safe as houses - investing in property
Australia’s property market has enjoyed very strong returns in recent years. So where is the market headed in the years ahead?
Unpacking the dollar - How the falling AUD may affect more than just your planned overseas trip
Keeping an eye on the value of the Australian dollar has always been a sensible approach for travellers and it’s something investors should also keep sight of too.
Lessons from the financial crisis more than five years on
It’s been more than five years since the worst of the Global Financial Crisis (GFC) hit equity and bond markets. While flow-on effects continue to affect financial markets, there are many lessons we have taken from the crisis that can be applied to wealth planning. Here are our top five lessons from the GFC to consider when making investment decisions.
Which comes first – saving or investing?
As a nation, both our level of savings, as well as our level of investment, are higher than many other developed countries. But over the last five years there has been a shift in the relationship between how much we save and how much we invest.
What makes a confident investor?
When you read headlines about Australia’s rising unemployment or the slowdown in the mining boom, it’s easy to lose confidence in investment markets. But there’s a lot to be gained from ignoring the background noise and sticking to your long-term goals.
Blame it on the brain
When it comes to making investment decisions, research shows we are our own worst enemies, with our brains better hardwired for stone-age survival than complex economic decisions in the modern world.