What is ESG investing..? Will it improve my investment returns..? How do I get started..? The growth in investment in this space over the last 5 years has been remarkable, and 2020 has only accelerated this. From the devastating bushfires in Australia to a cyclone in India and Bangladesh, the recent events in the United [...]
The Dow is off ~25 – 30% this year. Trump has banned all travel from Europe, with the exception of the UK. Sporting seasons are being cancelled, the Olympics might even be next. Nobody appears to be immune from the Corona Virus (COVID-19), with politicians, sports stars, actors and everyday people contracting the virus. What [...]
Franking credits form a very important element of the Australian tax system, and providing you’re willing to invest the time to understand how they work, or work with an Adviser who does, you can significantly improve your personal finances. Many countries around the world have franking credits including Australia. Whether you’re living and working in [...]
Let’s start with the basics. A dividend is a share of a company’s profits that are paid to shareholders. Investing in companies that are paying consistent dividends has been a consistently profitable strategy over the past 5 years, but is it time to change tact? With interest rates rising, and political uncertainty at record highs, [...]
“Sticking your head in the sand does not prevent the tide from coming in.” ― K.J. In the world of financial planning, we’ve seen all sorts of strategies and advice being provided, but just how do you separate fact from fiction. How can you tell the brilliant from the BS. Below I have dispelled some [...]
2016 was certainly an interesting year for financial markets and investors. After experiencing the worst 5-day start ever with the S&P 500 falling approximately 6%, global markets rebounded to reach all-new highs. Investors took on higher risk as they ditched the safe-havens of government bonds and started investing more into higher-yield bonds and growth assets. [...]
“The key to making money in stocks is not to get scared out of them.” Peter Lynch The one certainty when it comes to investing is uncertainty, and as this past fortnight has shown us, markets do not typically like surprises. This is highlighted by the fact that the All Ordinaries in Australia dropped significantly [...]
“If you want to have a better performance than the crowd, you must do things differently from the crowd.” - Warren Buffett It is perfectly understandable that the recent market volatility has increased your nerves about what’s next and what you should be doing with your investments. Here are some of the worst moves [...]
“Is property the smarter investment choice..?” “Should I borrow money to leverage my investment..?” “Will a share portfolio provide me with a better return..?” “What is the right solution for me..?” These are all common questions that I’m asked by my clients. There is no ‘one-size-fits-all’ answer to the property vs. shares debate and in [...]
