The ups and downs of volatility
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 »
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Freedom from worry
Plan for what can happen – don’t try to predict what will
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 »
What happens when you fail at market timing
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 »
Budgets and markets
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 – the implications for us
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 »
How to thrive in a world of uncertainty
The world may be filled with uncertainty, but also with incredible potential. Tap into your resilience, creativity, and ingenuity to shape a brighter future.
How to thrive in a world of uncertainty Read More »
5 major mental shifts of retirement and how to prepare for them
Awareness of and preparation in advance for these 5 major mental shifts can make a big difference in retirement.
5 major mental shifts of retirement and how to prepare for them Read More »
Investing: 7 reasons strong process is critical
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 »
End of financial year Super strategies for individuals
The start of May is a good time for individuals to consider opportunities to claim tax deductions on additional superannuation contributions.
End of financial year Super strategies for individuals Read More »
GST changes on adviser service fees
If you pay your advice fees directly from a super or investment platform, GST will be collected differently from 1 July.
GST changes on adviser service fees Read More »
Are you over invested in the company you work for?
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 »
2023 Federal Budget – What it means for you
The 2023 Federal Budget was handed down on Tuesday 9 May 2023. Here’s a quick overview of what the proposed measures and packages will mean for you.
2023 Federal Budget – What it means for you Read More »
When financial advice is like flying a plane
When you have an ongoing relationship with your advisor, there is always someone on hand to deliver support and guidance that gives you peace of mind.
When financial advice is like flying a plane Read More »
Silicon Valley Bank – When headlines worry you, bank on investment principles
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 »
What’s your true net worth?
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 »