News - Shares & Investments
Waiting for a… Rate Cut!
April 2024 - by Marcus Carr
Share markets have continued to perform strongly during the first quarter of 2024 as inflation continued to soften in Australia and...
State of Play – Thrills, Spills and Financial Markets
February 2024 - by Marcus Carr
2024 is shaping up to be an arm wrestle between market economic expectations and realities, company earnings and investor sentiment. The...
State of Play – Banking Crisis? It’s All About Inflation and Interest Rates
March 2023 - by Scott Keeley
Writing these quarterly articles, I was glad when the worst of COVID was finished. I could only spin how the pandemic...
State of Play – Beware the Santa Rally!
December 2022 - by Scott Keeley
2022 has been a tough year for Australian and global sharemarkets. Yet remarkably, we may well end up pretty much where...
Investing is a Marathon, Not a Sprint
December 2022 - by Wakefield Partners
We often mention dollar-cost averaging to our clients as our preferred method of investing funds into the share market but it’s...
Crypto Winter – A Wild Ride!
December 2022 - by Scott Keeley
We don’t write many cryptocurrency articles. This is because we really don’t understand it. It’s not from lack of trying though...
State of Play – Rate Rises and Retail Resilience
September 2022 - by Scott Keeley
The last quarter saw large interest rate rises each month, with the RBA increasing the cash rate by 0.5% in each...
State of Play – Newsflash! Sharemarket Does what Sharemarkets Do!
June 2022 - by Scott Keeley
Volatility in share prices is not new. Nor is the view that “this time it’s different”. In a world of pandemics,...
Apps vs Knowledge
June 2022 - by Wakefield Partners
Investing apps such as Raiz, Spaceship, and CommSec Pocket have become extremely popular in recent years especially for new investors. The...
The Mechanics of the Age Pension
June 2022 - by Scott Keeley
Record numbers of Australians are retiring and are seeking retirement income planning advice. A key component to retirement income is the...
“No soup for you!” …until now – New Super legislation opens the window for over 67’s
June 2022 - by Lynette Anderson
Super legislation changes come and go, many of them are “ho hum” and merely tinker around the edges. We’ve been inundated...
State of Play – Uncertainty Abounds!
March 2022 - by Scott Keeley
While Russia’s invasion of Ukraine undoubtedly creates some market volatility and opportunities, this time it feels somewhat different. “Sharemarket Weakness Provides...
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