Blog

Returns are in for last year and for equities they weren’t the best. In fact, for equities they were the worst in seven years. That’s the importance of being diversified. Fixed interest, listed real estate and cash helped smooth out the sharemarket drag of the final quarter. There was one country where the sharemarket knocked […]

Christmas is the time of year when shopping cranks up, people wind down and financial markets exist in a mostly positive slumber. You don’t expect much bad to occur in financial markets during December. For the most part, over the last 30-something years, December has been the month where you’d receive a little extra in […]

2018 Year In Review

January 18, 2019

Economic Overview Global equities posted sharp declines in the December quarter, delivering their worst yearly performance in seven years largely on the back of the final three months. The major concerns were global trade, slowing economic growth and the US Federal Reserve’s plans for further interest rate rises. Government bond yields generally fell (prices rose), […]

There Is No Guy

December 15, 2018

What are the biggest issues the average investor faces? No matter what answer anyone offers, you can pull out a marker and draw a line back to two things – lack of knowledge and emotion. Despite what we may think, none of this is the investor’s fault. Yes, the correct information is flying around out […]

The Worst Year

December 8, 2018

It was time to get some financial advice. You were over 60 and you didn’t think about this earlier. You were never going to be 60, right? That happened to other people. Your joints weren’t going to creak, the weight wouldn’t creep up on you, you wouldn’t need look to sideways in the toiletries aisle […]