The financial media: investor friend or foe?
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Las Vegas pays off for fund manager I’ve just enjoyed six weeks holiday, purposely avoiding exposure to the financial media. Back to work again and it wasn’t long before two…
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A new era for personal financial advice?
The Future of Financial Advice (FOFA) reforms ban “conflicted remuneration” … in the future Many people will be unfamiliar with the new FOFA reforms that came into effect on 1…
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What is your capacity for investment risk?
Your capacity for investment risk is not age dependent In helping our clients determine an appropriate asset allocation target, we attempt to assess: Their appetite or attitude to risk –…
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The Great Dividend Yield Chase
High dividend paying shares appeal to many investors It’s often suggested by various investment “experts” that the first requirement for a share investment is income return and then growth of…
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Responding to a major financial windfall
The relative size of the financial windfall will dictate your response When we work with clients to plan their financial futures, we ask them about expected inheritances. Although it is…
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Portfolio Diversification versus Portfolio Insurance
How can I protect against a loss of investment capital? Since the GFC there’s been a lot of talk about ways to protect investment portfolios from the types of falls…
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Proposed super reforms: a reason to abandon superannuation?
Super reforms will hit the “wealthy” On 5 April 2013, the Minister for Financial Services and Superannuation announced a number of proposed changes to superannuation. This followed a period of…
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Are you committed to a long term investment plan?
It’s human nature to focus on the short term When you look at a collection of one year share market charts (e.g. of the US market), it’s difficult to find…
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Talking personal finance with a 21 year old
A drip-feed approach to personal finance education As a parent, I have always been concerned that my children develop good money habits and understand at least the basics of finance.…
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Revisiting the Global Financial Crisis
How did you feel during the depths of the GFC? With the benefit of time, we tend to forget the strength of emotions we experienced in the past. I recently…
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