Oliver’s Insights: Common myths and mistakes of investing Key points are as follows… Investors frequently employ common sense rules of thumb that often turn out to be wrong. Because investment markets are forward looking it often makes sense to turn common sense logic on its head. Download the Report
Key points are as follows… The situation in Ukraine could get worse before it gets better and so it remains a threat for investors to keep an eye on in the short term. Ultimately, it poses a greater threat to the Russian economy than to European and global growth. While uncertainty regarding Ukrainian tensions could…
Key points are as follows… For periods of time it may pay to back the crowd in investing, eg, when a bull or bear market is developing. But at extremes the crowd is invariably wrong. Eventually everyone who wants to buy will have done so and the only way is down (or vice versa during…
Key points: The rising tide in favour of the $A has well and truly reversed with further downside likely in the years ahead, particularly against the $US and Euro. The commodity price boom has faded in response to a moderation in Chinese growth as commodity supply increases, the US is slowing its quantitative easing program…
Key points: Concerns about emerging countries on the back of various political problems and trade imbalances that leave them vulnerable as the Fed slows down its monetary stimulus appear to have triggered a correction in share markets. The relative weakness in emerging market shares and currencies is part of a broader turn in the long-term…
In this investment insight, Brian Parker explain the US Federal Reserve’s announcement that it will start ‘tapering’ its program of asset purchases. We outline what this development, and the recent budget agreement in the US, could mean for share markets and the Australian dollar. If you have questions, please speak to your financial adviser.
Last year I wrote the following article regarding one of our retired clients that had to dip into their savings to support family members. We have been reminded of this situation with a similar event impacting on another client who is now preparing for retirement. “Last week, one of our long standing clients who have…
An Interview with Michael Karagianis Senior Investment Strategist, Head of Portfolio Solutions, MLC. In this Video Dennis Jones, Senior Financial Planner, CCA Financial Planners asks about the priorities for High Net Wealth clients in retirement — protecting capital and generating reasonable returns, Overview of the Private Investment Consulting offer for high net worth clients, How…
SMSF VIDEO In this Video Dennis Jones and Damien Butler talks about Benefits of Self-Managed Superannuation Funds. Self-Managed Superannuation Funds offers Flexibility and Variety of Investments options. Some Key benefits of SMSFs 1. Control 2. Choice of Investment 3. Transparency 4. Succession Plan Damien also talks about Cost of Managing Superannuation Funds and maintaining insurance…
Nicholas Lipscombe, NAB Private Wealth Private Client Executive, shares his top 4 debt strategies. Take control Your first step to a smarter debt strategy is to get a clear picture of your overall financial position. To do this, list all of your debts and ongoing expenses including property loans, investment loans, car loans, credit cards,…