Quarterly economic and market update

December quarter 2023 Markets rallied to close out the year as hopes of a soft landing once more came to the fore. Bond yields fell as central banks signalled a pause and markets began to price in a potential path for rate cuts. This spurred a rally in bonds and propelled developed markets equities back…

12 financial tips for Christmas and beyond

By Tony Kaye, Senior Personal Finance Writer Investing for life events Some investing steps to get you through the holiday season, the new year, and for the future. It’s about that time of the year again, with Christmas fast approaching and the new year just around the corner. It’s a time to unwind, to reflect…

IFA Excellence Awards – Christopher Cachia – Finalist Wholistic Adviser of the Year 2023

Christopher Cachia has been shortlisted for the ifa Excellence Awards 2023. The ifa Excellence Awards is the most highly regarded awards program across Australia recognising exceptional professionals in the Australian financial services industry. This prestigious national awards program presents an exceptional opportunity for leading professionals to showcase their achievements, attract more clients, and propel their…

The next bet on interest rates

The Reserve Bank has stated is has a low tolerance for a slower return of inflation to its target band. Interest rate movements are difficult to predict. The Reserve Bank (RBA) board will meet again on Tuesday 7 November to determine its next rates move – once again on the same day millions of Australians…

The hunt for red Octobers

Share markets remain jittery. Should investors be worried about the October effect? October has a notorious reputation for being a bad month for investors. In fact, if you search for media articles written over the past fortnight you will find plenty of references to “the October effect”, linking the month of October to past share…

Closing the retirement advice gap

The number of retired Australians is set to surge, and so will demand for retirement advice. Regardless of where you are on life’s journey, good advice is always valuable. Whether it’s buying your first car, your first house or preparing for retirement – getting advice can help validate your plans or steer you around pitfalls…

Four share market volatility indicators to watch

While there’s no share market crystal ball, these real-time volatility indexes provide a gauge on investor sentiment about the future. Daily fluctuations in individual share prices are totally normal, but when share markets as a whole become more volatile it can be quite unsettling for many investors. It should come as no surprise that there…