Tag Archives: investment

Economic Overview Labour and supply shortages, shipping bottlenecks, COVID delta variant, inflation, vaccine hesitancy. There were plenty of worries in Q3, but markets remained mostly positive across the quarter as economies continued to open and society resumed some normality. This led to an increase in demand in many areas and a struggle to supply that […]

Home Sweet Home

October 19, 2021

It is the great Australian dream to own your own home. But how does your home affect your age pension or the aged care fees you can be asked to pay? Eligibility for an age pension and liability to pay aged care fees, are both impacted by your assets and income. This includes an assessment […]

Wade Vs. Plunge

October 13, 2021

The eternal investment question – “do I invest my money all at once or do I invest smaller amounts at predetermined intervals?” Otherwise known as lump sum investing vs. dollar cost averaging, or as our US colleague Jeff Troutner once termed it: wading vs. plunging. What’s the best option? Before that, what’s behind the question […]

YourSuper Comparison, Super Bad

September 30, 2021

Australia’s worst superfunds have finally been placed in the village stocks for all to see. The YourSuper comparison tool was released earlier this year, it offered investors the ability to sort through various super fund options who have a MySuper default option and compare fees and returns over a 7 year period. While the tool has been […]

Novelist F. Scott Fitzgerald once said, “The rich are different from you and me” to which Ernest Hemingway responded: “Yes, they have more money”. As with many famous anecdotes, there was some embellishment and it didn’t quite happen the way you might expect. However, Hemingway was right. One of the clear differences is the rich do have […]