Financial Planning, Investment & Insurance Solutions

  • 2025 Q4 December Quarter Review

    2025 Q4 December Quarter Review

    Economic Overview Global markets saw good gains in Q4 25, which topped off another positive year with many indices finishing 2025 near record or multi-year highs. It was also the first year in a while that US stocks were significantly outperformed by non-US stocks. There were various factors that saw the rest of the world outperform the US, more attractive valuations, a weaker US dollar, and a rotation away from US tech. All three contributed to higher gains in Europe, Asia and emerging markets. Overall, stockmarkets were supported by solid earnings growth coupled with easing inflationary pressures and ongoing expectations…

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  • Keeping an Eye on the Ball

    Keeping an Eye on the Ball

    You may have noticed one of the AFL’s most distinguished and long serving players, Scott Pendlebury, appeared in the media recently for something he’d certainly wish he didn’t. His finances. As reported by the Herald Sun. Former Collingwood captain Scott Pendlebury has launched a $3m lawsuit against his longtime friend and former manager Jason Sourasis, accusing him of siphoning money from his investment accounts. The two-time premiership player alleges Mr Sourasis misappropriated $2.1m over almost a decade. The claim explains that Mr Pendlebury and his private investment company, S Pendlebury Investment Co, had been a client of Mr Sourasis’ Strategic Financial Planning from…

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  • A Good Run, But…

    A Good Run, But…

    At 90 years old you might say Lee Corso has enjoyed a pretty good life. The son of Italian immigrants, his father fled Europe for the US during the first world war. Corso was born in Chicago and lived there until his family moved to Miami when he was 10, partly due to the weather, partly due to Al Capone living nearby! Playing football and baseball in high school, Corso was offered $5000 (big money in the 1950’s) to sign with the Brooklyn Dodgers baseball team, but his father pointed him towards college because his parents barely had an education.…

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  • The Times Not to Make Mistakes

    The Times Not to Make Mistakes

    It’s said one of the great benefits of mistakes is they are a learning experience. While they aren’t welcome, mistakes being a learning experience is somewhat true. Mistakes can be an opportunity to understand where we went wrong and revise our thinking. Hopefully, becoming wiser in the future and putting us on a better path. Yet there are some disclaimers. Specifically, what type of mistake was made, how much damage the mistake did, and at what stage of life the mistake was made? There are some mistakes you don’t want to make at any age. Certainly, none that involve injury…

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  • 2025 Q3 September Quarter Review

    2025 Q3 September Quarter Review

    Economic Overview Global markets posted strong gains in Q3 2025, backed by continued demand for all things artificial intelligence and technology, while also underpinned by solid corporate earnings and a rate cut from the Federal Reserve in the US. A large variety of assets saw strong rallies, with credit, digital assets and commodities, particularly gold and silver, doing well. The quarter saw President Trump continue his attack on the US Federal Reserve. Back in April, he threatened to fire Fed chairman Jerome Powell (not in his powers). And in August, Fed Governor Lisa Cook was the next target, with the…

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