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Market Volatility Update – June 2022
June 16th, 2022As you would have witnessed over the recent period, investment markets have been extremely volatile. We wanted to take the opportunity to provide you with some context and emphasise the importance of reflecting on investment fundamentals during such challenging times. In this regard, we wish to provide several important insights on prevailing macroeconomic conditions andread more
Scams and Fraudulent Investment – Protecting Your Wealth
June 1st, 2022In late 2021, we released an article on our website exploring the story of a client who nearly lost $100,000 to an elaborate and sophisticated scam (click here for that story). That situation, thankfully, ended with nothing more than a near-miss and a lesson learned. However, more recently, another fraudulent investment scam has cropped up,read more
Received a Large Windfall of Cash? Here’s What to Do Next
December 10th, 2021If you’ve been paying attention to the news in WA recently, you’ll likely have come across the story of 55 members of a lottery syndicate who scored themselves around $1.4 million each. It’s a story that has brought some welcome good news to the headlines, and especially in the leadup to Christmas we suspect itread more
Investment Review 2020-21
August 6th, 2021The volatility of the global economy around the onset of the COVID-19 pandemic left many investors concerned about their investments. As we review the financial year that was, we’re seeing a strong return to form in investment markets, after an initial plunge in March 2020. A stimulatory approach from governments around the world, and particularlyread more
Older Australians: Where are they spending their money?
May 6th, 2019As life moves forward, it is important to be more mindful of where our money goes, and how we allocate our spending. This is particularly relevant at retirement, as our regular source of income can change from wages to a pension. Recent statistics released by the Australian Bureau of Statistics outlines the spending habits ofread more
Market Watch October 2018 – Volatility
October 12th, 2018Over the past week or so, global share markets have fallen significantly due to growth concerns. One of the catalysts is the concern that rising US longer-term interest rates could lead to slower US and global economic growth, while another is the ongoing concern that the US-China trade frictions could develop into a more significantread more
Market Watch – Volatility
April 4th, 2018The volatility of markets around the world naturally leaves investors concerned about the security of their investments. While this is understandable, it is also critical to understand why markets are volatile, how to manage the impact of volatility in the market, and the implications of cashing out your investments. Why are markets volatile? Many thingsread more
Recent Market Movements, and What They Could Mean for Your Investments
February 15th, 2018You’ve probably heard about the recent decline in the US stock market and its flow-on effect to Australian shares. So what does it all mean for your investments and goals? Recent market movements at a glance On Friday February 2, US sharemarkets began a much anticipated pullback from record levels, prompted in part by fearsread more
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