State of Play – Beware the Santa Rally!

Beware the Santa Rally!

2022 has been a tough year for Australian and global sharemarkets. Yet remarkably, we may well end up pretty much where we started! The ASX was punctuated with dramatic plunges and corrections followed …

Crypto Winter – A Wild Ride!

Crypto Currency Winter

We don’t write many cryptocurrency articles. This is because we really don’t understand it. It’s not from lack of trying though – we’ve read books about it, listened to podcasts and tried to …

Cost of Living – A Perfect Storm!

A Perfect Storm

It’s easy to blame ‘cost of living increases’ for everything at the moment! In my line of work, no conversation is had in 2022 without it being mentioned at least once. But what …

The Mechanics of the Age Pension

The Mechanics of the Age Pension

Record numbers of Australians are retiring and are seeking retirement income planning advice. A key component to retirement income is the Age Pension. While I’ve written an article discussing the basics of applying …

State of Play – Uncertainty Abounds!

Ukrainian Fence Patriotism

While Russia’s invasion of Ukraine undoubtedly creates some market volatility and opportunities, this time it feels somewhat different. “Sharemarket Weakness Provides Opportunity” is a recurring theme in many of my quarterly articles. Market …

State of Play – Omicron Musings

South African Lion

Volatility is back! After a relatively tame quarter, Omicron threatens to turn the market calmness on it’s head. The seasons roll around quickly, and in the last week of each one, I go looking …