1987 Stock Market Crash – 30 Years On
1987 Stock Market Crash – 30 Years On
By 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
Is there a Free Lunch to Investing?
By 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
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
Avoiding Bad Investment Products
By 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
Staff Spotlight
Damon Sugden | Private Client Adviser
It is always interesting to hear how someone came to work in the financial services industry, and Damon Sugden has a great story!
As a young child Damon was encouraged to take up dancing by his mother, a professional dancer. This encouragement led to a firm commitment to ballroom dance as a passion and career, a career which introduced him to his wife and … more
What Quilting and Investing Have in Common
By David Andrew
Last week we celebrated my Mum’s 80th birthday and quite a celebration it was. As family and friends gathered we were reminded of many of Mum’s strengths and in particular her creative streak. You see, she has always had some form of craft on the go, but in the last fifteen years it has been quilting.
Quite remarkable are her creations, too, small pieces of randomly selected … more
How do you get from A to B?
Smart Investor – March 2017
Research, Trends, Topics and Asset Class Returns for Long-term Investors.
By Song Goh
What is your primary consideration when shopping for a car?
If I could indulge in my fantasy world where money was no object, I would own my dream car, the Lamborghini Huracan LP610-4 Coupe that starts in excess of $400,000 for the base model. From the options menu, I’d pick the Nero … 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.
12,195 total views, no views today… more
Everyone has a financial adviser horror story…
By Steven Boyce
Everyone in Perth has at least one ‘dodgy financial adviser or stockbroker’ horror story from their family or friends.
I recently interviewed a group of fifteen of some of the most successful business men and women in Perth. All except two had a personal story of their family losing huge amounts of money from bad stock tips, unlisted property trusts, tree schemes or simply capitulating and selling … more
