Working from home may have its disadvantages, the dog won’t talk back to me (total conversation killer) and the UberEATS leftover Salt & Pepper Tofu is staring at me. However, the ability to …
Your Shares: The Stimulus Isn’t Working!
Massive stimulus packages aren’t a new thing. You’d be forgiven for thinking that recent Australian packages should have had more of an impact on our sharemarket. In October 2008, the US Congress approved …
Tom Hanks, Toilet Paper, Trump and Travel Bans
Most of my knowledge of 20th century US history comes from knowing all of the words to Billy Joel’s “We Didn’t Start The Fire”. When I listen to it now, I try to …
State of Play – Sharemarket Woes Continue
As I write this, the US is headed for it’s biggest one-day sell off since October 1987. This is on the back of a sell off in recent weeks resulting in global markets …
What’s New at Wakefield Partners – Autumn 2020
The first two months of 2020 have come and gone, and it remains a busy time for Wakefield Partners. Our team continues to work on Annual Reviews for our clients as well as …
The Power of Compound Returns
Some rules never change and the fundamental rule for long term investors is the power of compound returns. The above graph compares two investors, Mrs Boomer and Mr Smashed Avocado. Mrs Boomer invests …
Your Shares: Coronavirus – The Black Swan?
As I write this, worldwide markets are in the midst of a decent sell-off. The US have erased 2020’s gains in the space of one night! Although evidence suggests that coronavirus is being …
The Ethical Conundrum!
With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been receiving more requests for ethical investments than ever before. But what does ethical investing mean? …
“I don’t need financial planning advice”
We all need financial planning advice. Don’t let this happen to your family! My sister in law passed away a number of years ago. She was 29, her death was unexpected, and she …