A pause for now, but the inflation tiger remains uncaged
6 April 2023 By Peter Warnes Peter Warnes is Head of Equities Research, Morningstar Australasia. This is a financial news article to be used for non-commercial purposes and is not intended to provide financial advice of any kind. Despite the distraction of a storm in a teacup, where some say the prosecutors may have sipped […]
Find out moreContent, Conflict & Russia
Nothing can now be believed which is seen in a newspaper. Truth itself becomes suspicious by being put into that polluted vehicle. The real extent of this state of misinformation is known only to those who are in situations to confront facts within their knowledge with the lies of the day… I will add, that […]
Find out moreThe Blind Leading the Blind
The Blind Leading the Blind On the 4th of August, CommSec, Australia’s largest online broker released a statement. It began: The limits on trades without a cash deposit are changing from 04 September, 2021. In light of recent market volatility, CommSec is changing trading limits to help protect our customers and minimise risk associated with investing […]
Find out moreGood and Getting Better!
“Good and getting better!” Those are the first words he says every time he visits our office. The question he’s asked that prompts such positivity? “How have you been?” He’s a long-term client, now into his mid 50’s whose optimism never fails to impress us. You might be wondering why is this man so positive? […]
Find out moreEnd of Financial Year Reminder 2020/21
Salary Sacrificing a Bonus Awarded a bonus at work? Depending on circumstances, it may be worth salary sacrificing the bonus into superannuation. This can increase retirement savings & lower taxable income. The benefit depends on the difference between the 15% tax on super contributions and your marginal tax rate. Also be aware of the concessional […]
Find out moreForget The Property Crash & Focus On Tangible Risks
Forget The Property Crash & Focus On Tangible Risks July 8, 2020 When people contact us about property investing it’s usually for one of two reasons. “Can you help me get into property investing?” “Can you help me get out of property investing?” On the first question the answer is always no. The high transaction […]
Find out moreOld & New, Slow & Fast
Old & New, Slow & Fast July 2, 2020 Last week we took a look at how someone might mistake their knowledge, expertise or success in one area for giving them some insight into investing or investment markets. While someone can be brilliant or knowledgeable in their field, it’s not exactly translatable. No one should […]
Find out moreSharemarket Lessons from past Crises
Since mid-January, the Coronavirus COVID-19 has increasingly dominated daily news. For a time, the spread of the virus didn’t dent investor sentiment. Indeed, on February 20, the key indexes of US and Australian share prices hit all time highs; bond yields had held fairly steady; exchange rates were said to be “boring”; and in Sydney […]
Find out moreCoronavirus and You
The Corona Virus. For weeks there was calm. Then suddenly there was panic. Admittedly, it was surprising. Markets have been moving upwards without a hitch for a while and initially they shrugged the Coronavirus off. Australian investors, getting little joy from cash, may have been pushing into the market. The US has been offering solid […]
Find out moreWalking in to the Spider’s Web
Why do we do the things we do? If only there were simple answers! When it comes to investing, sometimes we have the simple answers. A new study in the Journal of Consumer Behaviour has dug into some of the mindsets and behaviours of investors who have been defrauded. Titled ‘Profiling Victims of Investment Fraud: […]
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