Value vs Cost

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

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

Smart Investor | August 2017

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

 The Power of Investment Discipline – A Case Study

 With the White House and Pyongyang ratcheting up their war-posturing rhetoric, it is inevitable that at some point, financial markets around the world will respond with a meaningful sell-off.

All experienced investors know that financial markets hate uncertainty, and as the uncertainty heightens, something will give. They also know the exact … more

Are You on the Path to Financial Success?

By David Andrew

David Andrew

In all the years I have been advising clients the biggest indicator of financial success has been a family’s ability to live within their means. Sometimes people make a fortune on a particular stock or the sale of their business, but most wealth is accumulated methodically, and over time. In my experience, lack of planning and overspending are the most common causes of financial plans being derailed.… more

Avoiding Bad Investment Products

By David Andrew

David Andrew

The message for this blog is simple – Life is too short to invest your hard earned money in awful investment products.

To have a successful financial plan there’s four things  all investors should look at: Purpose, Strategy, Investing and Legacy.  While all four components are important the investment piece underpins the whole plan, and a great plan with terrible investments, sadly won’t deliver.… more

Titanic in the Sky – Lessons from QF 32

By Rakesh Shah

The passengers looked troubled, but the Captain’s voice over the aircraft’s PA system was calm and reassuring. The voice was that of Qantas Captain Richard de Crespigny, and I was watching the documentary QF32 – Titanic in the Sky.

For those who have not seen this documentary – QF32 is the story of how one of Qantas’ brand new A380’s had a very close brush with … more

Smart Investor – October 2016

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

When cheap isn’t bad

I remember as a kid in the 1970’s, Japanese cars being referred to as “Jap. c**p”.  As it turned out the Japanese have had the last laugh on this one, but it’s a generally accepted truth that you get what you pay for. Except that is, in the funds management industry.

12,061 total views, no views today… more

Presidential elections and the stock market

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: there will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. … more

How much is enough?

By David Andrew

David Andrew

If you do a Google search for ‘how much is enough in retirement’ you will get almost 85 million results.  So if you’ve been wondering how much is enough for your retirement, you’re not alone.  The answer will depend on your circumstances and expectations.… more

How healthy is your portfolio?

By Rakesh Shah

Rakesh Shah

We all understand that a healthy mind and body needs good nutrition, regular exercise and adequate rest. Good, deep sleep enables the body to rejuvenate and recover from the stress and strain of our daily activities.

8,428 total views, no views today

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