Conflict regularly flares up in the Middle East leading to concerns of a threat to inflation and economic growth via a surge in oil prices like in the 1970s and early 1980s.
The Israel and Iran war: Threat to economies and investment markets Read More »
You don’t have to win every point to be a tennis champion. And you don’t have to win in the market every day to have a successful investment experience.
Video: How is investing like tennis? Read More »
When your portfolio experiences a sudden drop, generally the most important thing an investor can do is to stay invested and look forward.
Markets look forward. So should investors. Read More »
From understanding capital gains tax and WA’s stamp duty rules to timing your sale in the WA market cycle, savvy property owners leave no stone unturned.
Selling property in WA: Key financial, legal and strategic considerations Read More »
Market volatility can feel uncomfortable, but history shows that those who remain patient and disciplined are ultimately rewarded.
Staying the course: Why long-term investors should ignore short-term market volatility Read More »
This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.
Case Study: Sale of investment property and superannuation Read More »
Volatility in financial markets can test the nerve of investors. The big question is whether periods of volatility say anything about expected returns.
The ups and downs of volatility Read More »
It’s always good to remind yourself that for long-term investors it is more helpful to plan for what can happen, rather than trying to predict what will happen.
Plan for what can happen – don’t try to predict what will Read More »
The impact of being out of the market for just a short period of time can be profound, as shown by this hypothetical investment.
What happens when you fail at market timing Read More »
Investors are better off sticking to a sound investment plan designed to achieve long-term goals than trying to second-guess what trends in public debt will mean for their portfolios.
Budgets and markets Read More »
A strong US dollar has negative and positive effects worldwide, and how they play out will have a lot to do with the stickiness of high inflation.
A strong US dollar – the implications for us Read More »
With strong process, you are less likely to pursue the uncontrollable or unrepeatable. Things like second-guessing markets or chasing last year’s winners.
Investing: 7 reasons strong process is critical Read More »
Understanding the risks of over-investing in your company and diversifying your portfolio protects against losses and builds a more secure financial future.
Are you over invested in the company you work for? Read More »
Rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn instead to your investment plan.
Silicon Valley Bank – When headlines worry you, bank on investment principles Read More »
If you make life better for someone else, then you’re worth something. That’s true in business, and it’s true in life.
What’s your true net worth? Read More »
