All posts tagged Wealth Management

Glory and pain – the hazards of being a fund manager

By marcus padley I manage a $38 million Australian equity fund. It was great last year, the market was up 12 per cent and we were up 23 per cent.

What to do after the market mayhem

by Roger Balch Although the natural reaction upon seeing headlines like “As of lunchtime November 21 the ASX had wiped out two years of gains” (in the AFR) is to […]

Why much-loved shares can fall out of favour

By ADam spicer A “market darling” can be thought of as a high-flying growth stock that attracts the attention of the investment world and invariably trades at a ludicrous and […]

Why you should update your will now

Barry Mendel & Jill Nes An uncomfortable heading I know, but one that needs to be addressed and preferably sooner than later – especially if you haven’t revisited your Will […]

Reasons to be cautiously optimistic

by Scott Haslem 2018 has been a challenging year for investors. After strong growth and a pick-up in inflation in the first half of 2018, growth became less synchronised and slowed […]

Young & hungry: start-up success at 24

For Speedlancer founder and Melbourne boy Adam Stone, start-ups represent a creative outlet for him to communicate and problem-solve. He speaks to Belle Kwan about his journey so far.   Introduce […]

How to construct your late-cycle investment portfolio

By Scott Haslem The years since the global financial crisis have been good for markets. A wave of stimulus from the world’s central banks has underpinned a significant period of […]

How to invest like the professionals in volatile markets

AUSTRALIAN investors have legitimate cause to be nervous amid escalating volatility on equity and other financial markets, heightened geopolitical tensions, a falling residential property market and rising US economic concerns.

A handy framework to avoid investment pitfalls

Knowing the investment industry, its players and its products as well as I do, I cannot imagine how an inexperienced individual or family might navigate the minefield that is ‘investment advice’ in Australia. Where does one start? Who does one trust? 

SMARTEN UP the easy money days are over. And don’t forget your super

It is now 10 years since the global financial crisis threatened the end of the economic world as we know it. And that time has been a fantastic time to make money if you had the stomach and the cash to get back into the market after the busts of 2008.