Volatility Archives - Wealth Foundations

The Pros and Cons of Lifetime Annuities

November 13, 2012

defensive assets, inflation risk, lifetime annuities, managing retirement, personal financial advice, Volatility

Lifetime Annuities and the quest for certainty Lifetime annuities offer you the opportunity to outsource a large slice of the uncertainty associated with managing your retirement capital. You get to…

Is a 100% defensive portfolio low risk?

September 27, 2011

asset allocation, balanced portfolio, defensive assets, defensive portfolio, emotional response, government bonds, growth portfolio, investment risk, investment strategy, Monte Carlo, risk attitude, Volatility

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The real risk is running out of money In turbulent and generally downbeat financial markets, like we have experienced since the end of 2007, there is natural tendency to become…

Understanding asset allocation

March 8, 2011

asset allocation, defensive assets, growth assets, investment, investment risk, investment strategy, risk and return, Volatility

Asset allocation: a measure of your investment risk Our objective is to help clients become financially well organised and make smart financial choices so they have the best chance of…

Living with investment market uncertainty

January 25, 2011

finance professors, investment, investment forecasts, investment strategy, market behaviour, smart money, uncertainty, unpredictability, Volatility

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Uncertainty is the only certainty there is Whether we like it or not, the real world rarely behaves in ways we expect. Our progress towards a goal is unlikely to…

Wealth Management: a risky business

May 25, 2010

defensive assets, growth assets, inflation, intelligent risk, investment strategy, Luck, market timing, prediction, Skill, standard deviation, tax and cost savings, Volatility, wealth advice, wealth management

Share and property investments are risky … Most people understand that the returns of growth investments (i.e. shares and property) fluctuate considerably. If they didn’t prior to the Global Financial…

Residential property is not a “fail safe” investment

April 27, 2010

asset classes, diversification, investment strategy, residential property investment, smart decisions, Volatility

The arguments in favour of residential property investment appear overwhelming Housing prices remained reasonably firm through the worst of the “Global Financial Crisis” and have risen steadily over recent months.…

Investment Return Volatility – A Potential Wealth Hazard

January 26, 2010

accountants, cash flow, intelligent risk, investment performance, investment strategy, market timing, strategic advice, Volatility, wealth management

Investment return volatility is poorly understood Most investors understand that in order to increase their expected future return, they have to accept a higher level of volatility (or variability) in…

Fortune favours the brave!

July 22, 2008

asset values, decision making process, financial decisions, financial markets, investment experience, market timing, Volatility

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If you’re feeling pretty uncomfortable about the current state of financial markets you can be reassured that you’re not alone. Almost all investors are experiencing some discomfort from the recent…

Is there value in trying to time your entry & exit from the market?

May 6, 2008

defensive assets, financial assets, growth assets, hindsight, investment strategy, market timing, passive strategy, risk adjusted return, Volatility

This article aims to address the pros and cons of the investment strategy known as ‘market timing’. Market timing is the strategy of making buy or sell decisions of financial…

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The Pros and Cons of Lifetime Annuities

Is a 100% defensive portfolio low risk?

Understanding asset allocation

Living with investment market uncertainty

Wealth Management: a risky business

Residential property is not a “fail safe” investment

Investment Return Volatility – A Potential Wealth Hazard

Fortune favours the brave!

Is there value in trying to time your entry & exit from the market?

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