GFC Ten Years On – A Reflection on the Collapse of Lehman Brothers

GFC Ten Years On – A Reflection on the Collapse of Lehman Brothers

By David Andrew
Accredited Investment Fiduciary
David AndrewWe have just passed the anniversary of the scariest day of my financial career – the day Lehman Brothers collapsed.  While the GFC was well underway, it was the Lehman Collapse that shifted us from a garden variety downturn, to a truly momentous event that threatened the financial system itself.

In the lead up to 16 September 2008, we had already seen the collapse … more

What is a Fiduciary and where do I find one?

This article discusses some of the findings of the Royal Commission and introduces the concept of a Fiduciary adviser.

It seems that choosing a financial planner is one of the more difficult things to do in life these days, if the findings of the Royal Commission are to be believed. And yet for many Australians, they simply wouldn’t or perhaps couldn’t, approach retirement planning and other important life decisions without … more

Do Your Values Drive Your Decisions?

In the bigger scheme of things money is really not that important. Rather, it is an enabler that allows us to do the things that are important to us and make us happy. Values are the qualities and principles intrinsically valuable and desirable to you – in other words, life’s emotional pay-offs.

Our values provide our day-to-day operating context. By basing our decisions on our values we considerably increase the … more

Smart Investor | April 2018

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

Entrepreneurs Wanted The problem with the Australian share market: is entrepreneurship dead?

Australian investors concentrating their portfolio just on large Australian shares are missing big opportunities as innovation and true wealth creation around the world leave many Australian companies looking old-fashioned.

Australia’s share market is one of the most concentrated in the world with the top 10 stocks on the ASX representing … more

Value vs Cost

By John Ryan

Everyone in Western Australia knows John Hughes. It is hard not to like a guy who built an empire from the ground up! From walking the Terrace in the 1970’s with briefcase in hand to convince the banks to lend him some money for his first car yard; to now having sold over 900,000 cars and still managing over 500 staff at age 82. Incredible!

In a … 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

Labors Tax Policy Explained by David Andrew

March 2018 | Perth Live… 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

Buffett Wins 10-Year Hedge Fund Bet

By David Andrew

David Andrew

In December 2007 the Oracle of Omaha, Warren Buffett, made a $1 million bet that an S&P 500 index fund would beat 10 hedge funds, net of fees, over 10 years.

At the time there wasn’t an immediate rush of hedge fund managers taking up the offer until Ted Seides of Protégé Partners stepped forward to take the bait.  A confident Mr Seides was quoted as saying, … more

Is there a Free Lunch to Investing?

By Michael Hayward

Michael Hayward

Yes! And to earn it you have to be deliberate with the implementation of your investment approach.

When we’re asked to review and provide a second opinion on someone’s existing investment portfolio, we quite often see a strategy that relies on owning a few individual equities or holding an actively managed fund which promotes being able to pick stocks and beat-the-market.

The problem with this is that … more

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