2018 | The year in review

2018 | The year in review

Investors started 2018 full of hope, with the global economy and financial markets in good shape, but by year’s end they were uncertain and a little anxious about what lay ahead. Markets responded with last minute falls across all asset classes.

The issues that weighed heavily were the unresolved trade dispute between the US and China, confusion over Brexit, rising US interest rates, falling commodity prices and the US government … more

Smart Investor | December 2018

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

The 70-20-10 Rule for Investing

By David Andrew | Accredited Investment Fiduciary

I’ve been thinking a lot lately about what investors should expect from financial markets and how to deal with the inevitable emotions that come from volatility and downturns in markets.

Over the past two months we have seen markets jittery once again, with the S&P/ASX300 retreating by -6.18% … more

When markets tumble – who should be concerned? 

By David Andrew

When markets tumble as they inevitably do from time to time – we always wake to a headline like the one in last Wednesday’s Australian newspaper.  Designed to shake you to your boots, we are left pondering the impact on our own investment fortunes. We’re only human after all.  

For those who don’t work in financial markets, a severe market down turn is really the only timemore

Having a Game Plan

An adviser once said he did not so much have people with investment problems as he had investments with people problems. Your rational side can vanish in a crisis – so why not build your human imperfections into your game plan?

When unsettling news is breaking there’s a natural inclination among people to want to adjust their portfolios in response. When uncertainty looms and volatility spikes, investors can feel tempted … more

Do I need a self-managed superannuation fund? 

By Kathryn Creasy

Kathryn Creasy

Having a self-managed superannuation fund (SMSF) allows you to have control of your superannuation investments and allows for flexibility in estate planning – but did you know it’s likely you can achieve what you are looking for with a different type of fund?

Firstly – What is an SMSF?

An SMSF is a superannuation structure that is managed by its members, it gives individuals the … more

Rainy Day Investing

By Jim Parker – Guest Contributor

rainy day copyAustralia, earth’s driest continent, experienced national rainfall in 2017 that was 8 per cent above the historical average. The year was the 30th wettest on record, according to the Bureau of Meteorology.1 But the story is more complicated than that.

While rainfall on a national basis was much higher than normal, the downfalls were concentrated in the west of the country. In much … more

When Markets Wobble

By David Andrew

Wouldn’t it be nice to sit back and relax, safe in the knowledge that your juicy long-term share market returns were completely risk free? Well anyone reading the Australian Newspaper last week would have been shocked out of their armchairs thinking the world had come to an end… for financial markets at least.

After an extended period of relative calm on financial markets, recent days have seen … more

Going Green, Going Social

Building a sustainable investment portfolio.

Growing interest in the impact of fossil fuels on the global climate often sparks questions from people about how they can integrate their values around sustainability with their investment goals.  

The idea of ‘responsible investing’ seems to be catching on in Australia, with a global sustainable investment group that covers Australia, New Zealand and other developed nations, reporting that assets managed under ‘responsible investment’ strategies … more

Capital Partners | Impressive Double Win!

 “It was a double whammy win for Perth-based Capital Partners Private Wealth Advisers, hailed as the most outstanding practice with long-serving employee Michael Hayward taking home the coveted FPA Certified Financial Planner Professional of the Year Award”                                                                                                                                                                                 – Financial Standard             


Exciting news for our team as Capital Partners won twice at the FPA Congress in Tasmania last week. These prestigious awards are of the highest standing, and we are honoured … more

1987 Stock Market Crash – 30 Years On

By David Andrew

David Andrew

From time to time, share markets deliver a shock that few investors expect or know how to cope with. Most recently it was the global financial crisis, before that the tech wreck in 2000, and 30 years ago the ’87 stock market crash.

What made 1987 so memorable for me was that it was the year I started work in the financial services industry. No sooner had … more

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