News - Shares & Investments

State of Play – The Focus Shifts to Dividends

Now that the bargains have perhaps been snapped up, time to consider how these companies will look in the short to...

Your Shares: Here Come The Capital Raisings!

Capital Raising at times of market distress always create a conundrum for the retail investor. As I write this, of the...

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...

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...

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...

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 Ethical Conundrum!

With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been receiving more requests...

Looking to buy an investment property?

I am often asked about the merits of property investment. Invariably my answer is that like most things in life, some...

“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...

“I’ll come and see you when I’ve got money to invest!”

I’ve lost count of the times I have heard “I’ll come and see you when I’ve got money to invest”. The...

Spring Cleaning?! Have You Resolved To Get Your Finances In Order?

With the changing of the seasons comes the time to open the windows, wash all the linens and clear out the...

How to Save Money (on a limited income)

As financial planners we get to meet people from all walks of life, from the well heeled to those who have...

 

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