Latest Posts: Investing
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Investing: How to reduce concentration risk
Concentration risk. No, it’s nothing to do with thinking too hard about something. In fact, it’s more likely to be a result of not paying enough attention.
Concentration risk is the increase in in…
Giving the gift of investing
Did you have a savings account when you were young? It wasn’t uncommon and those old Passbook accounts funded many a first car. Now you’re a parent, are you thinking of opening an account for your …
Mistakes new investors should avoid
You’re young, expecting a satisfying future brimming with friends, family and a comfortable lifestyle.
You’re a Next Generation Investor, likely aged between 18 and 25, and you’re starting to thin…
What does a good financial adviser do?
Some people may think that a financial adviser’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly.
This is not the reality, of course…
Quarterly Economic Update: January-March 2021
The global COVID-19 jab-fest gathered pace with some countries, including Israel and the United Kingdom, achieving high rates of immunisation. However, the rollout has had some issues. Rare side ef…
It’s time to get focused on super in your 40s
Typically your forties is a time of established careers, teenage kids and a mortgage that is no longer daunting. There are still plenty of demands on the budget, but by this age there’s a good chan…
Economic Update: October-December 2020
COVID-19 update
Finally, some good news on the COVID-19 front: several vaccines have been rolled out in a number of countries. While a huge step forward in bringing the pandemic under control, it c…
Market crashes: The good, the bad and the ugly
Just as night follows day, it seems part of the regular cycle of the world’s share markets that market crashes and falling prices follow good times and rising prices.
The impact of the COVID-19 Glo…
Why seeing a financial adviser could be your best Xmas gift
The run-up to Christmas is usually a hectic time. Aside from the shopping and Christmas parties, there are deadlines to meet, loose ends to tie up and, for many farmers, the last of the crop to har…
Quarterly Economic Update: July – September 2020
COVID-19 remained the big story of the last quarter. Tragically, by the end of September the pandemic had caused over one million deaths. That was up by 500,000 since the end of the previous quarte…
Positioning your portfolio in turbulent times
As any experienced investor knows, all investment markets have their ups and downs. Regardless of investor experience, turbulent times are a cause of anxiety, and that can lead to poor decision-mak…
Unlocking financial secrets for different phases of life
One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life, here are some tried and tested ‘secrets’ that will help you build and …
Are you investing or gambling?
The potential financial results of investing can feel limitless, and it can be tempting to think that just one stock pick could make you an overnight millionaire. Yes, stock-picking can have a plac…
Shares are more than numbers
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Whether it’s by direct purchase, via a managed fund or through superannuation, most Australians hold some form of share investment. Many of us are aware …
When an SMSF may be the wrong idea
Since the Australian Government introduced compulsory employer contributions to people’s superannuation funds in 1992, Australia’s funds invested in super have grown to $3 trillion. In this time, s…
Your wealth during the COVID-19 pandemic
There isn’t a single person in the world who hasn’t been impacted by COVID-19. As new case numbers start to slow in Australia, so too is our economy. This time presents new challenges as everyone g…