18/01/2021
Lessons from 2020 to secure a bright future
It was a year most of us would like to forget. And yet, some of the toughest lessons of 2020 had a silver lining.
Lauren Clayton-Smith
03/12/2020
‘Tis the season for wise spending decisions
The traditional festive holiday season is likely to be a little different this year, but one thing is likely to remain the same – the temptation to spend and the post-Christmas budget hangover.
03/12/2020
What the US election means for investors
Democrat Joe Biden is pressing ahead with preparations to take the reins as the next President of the United States. Despite legal challenges and recounts, the early signs are that markets are responding positively.
In fact, the US sharemarket hit record highs in the weeks following the November 3 election as Biden’s lead widened.
So what can we expect from a Biden Presidency?
18/09/2020
Dementia: A fact of life
Dementia is not a single disease; it’s an all-encompassing term describing a range of symptoms.
16/09/2020
Australia is in Recession!
Yep, that was a forecast everyone got right!
Recently we spent a very productive hour with the Portfolio Managers for Bennelong’s Australian Equity fund.
21/07/2020
RFS’ Survey results are in!
21/07/2020
Maintaining mental health through the pandemic
The COVID-19 pandemic has shifted our day-to-day lives in a dramatic way. One of the biggest changes to come from this period, was a transition to working from home for many people.
17/06/2020
EOFY REMINDER 2020
Lump Sum (one off) Withdrawals
If you are planning any large acquisitions in July that will require drawing down on your investments, superannuation or pension accounts, please be aware that most investment managers delay redemptions in the first weeks of the new financial year as they finalise their end of year accounts.To avoid any issues, we recommend you redeem any cash that will be needed in July, by no later than 15th June 2020 – or if possible, defer any large purchases to late July.PLEASE NOTE: All your regular payments (pensions etc.) will go through as normal. This temporary hold only relates to one off withdrawals.
16/06/2020
The problem with the term ‘balanced’…
Last week I talked about investment returns not necessarily to blow our own trumpet, but more to give reassurance that diversification works and that building in some downside protection can reduce the very big swings, single asset classes can have.
15/05/2020
Calm the Farm!
May, 15, 2020
Investment markets continue to fluctuate on the news cycle. Better than expected unemployment numbers (still -14.7%) in the US and lots of rhetoric about lockdown easing’s saw a small rally last week and then this week markets lost most of that ground on the basis of sobering growth numbers on the global front.
Recent Posts
Lessons from 2020 to secure a bright future January 18,2021
'Tis the season for wise spending decisions December 3,2020
What the US election means for investors December 3,2020
Dementia: A fact of life September 18,2020
Australia is in Recession! September 16,2020
