Do you talk to your kids about finance?

Do you talk to your kids about finance?

By Kathryn Creasy

Kathryn Creasy

The meme that always makes me laugh (and I don’t know where it came from to give credit!) is the “I’m glad I learned about parallelograms at school instead of how to do taxes, it’s really come in handy this parallelogram season…”.

 

We learn so much great foundational knowledge at school – and I truly believe algebra has come in handy even though I hated it … 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

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

Your Parents Might Need Help!

By Steven Boyce

Whenever we talk to our clients about their deepest values and what is most important to them, family inevitably comes close to the top of the list.

With this is mind, it’s interesting how few people have an open dialogue with their parents around their key advisers, estate plan, financial strategy and plan for aged care. The general perception is that it is none of your business, … more

Top Tips for Staying Happy in Retirement

By Rakesh Shah

 Your financial situation is the one aspect of retirement you can work on before retiring!

Retirement can be an exciting and liberating phase of your life, but many new retirees are surprised at how difficult it can be to adjust. Ironically, it’s only when you step away from your career that you fully appreciate the underlying benefits of being in the workforce. Once the “honeymoon” phase of … more

The Top 10 Money Excuses

By Jim Parker – Guest ContributorWhats Your Excuse

 

Human beings have an astounding facility for self-deception when it comes to their own money.

We tend to rationalise our own fears. So instead of just recognising how we feel and reflecting on the thoughts that creates, we cut out the middle man and construct the façade of a logical-sounding argument over a vague feeling.

These arguments are often elaborate short-term excuses that … 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

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

Sailing with the Tides

By Jim Parker – Guest Contributor

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan and there’ll be rough seas, but those who are prepared, flexible, patient and well-advised greatly increase the odds of reaching their destinations.

A mistake many inexperienced sailors make is not having a plan at all. They embark without a clear sense of their destination. And once … 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.

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