When running a self-managed superannuation fund (SMSF), it’s important for investors to be aware of some of the key global and economic environmental factors that may impact their investment portfolio. Here we look at five global themes that are currently playing out in world markets, and how they may potentially impact their investment portfolios. Trade […]
Funny thing, money. On the one hand it can get us excited or give us a real sense of achievement (think reaching a savings goal). On the other hand, it’s something we tend to keep to ourselves. Whether our finances are in great shape or need a bit of TLC, talking about it openly with […]
Although marriage, mortgage, and young children may have characterised your 30s, your 40s often feature growing responsibilities and ever-competing priorities. Your parents are older, your mortgage is still on foot, children’s education costs are growing, and though retirement may seem a distant reality, planning for that reality becomes an important consideration. The good news is […]
Diversification is the act of spreading the money you have to invest across a number of different types of investments. For example, rather than putting all your money into shares in one company, you split it across multiple shares in companies which operate in different industries or different countries. You might also spread to other […]
Buying a property together is a major relationship milestone. It’s right up there with opening a joint bank account, getting married, and even surviving your first major disagreement. It’s understandable that such a big milestone – and investment – can become highly emotionally charged. So whether you’re looking to buy your first home, a holiday […]
Risk is inherent in investing and there is no one size fits all approach to managing and dealing with risk. What keeps you awake at night might be well within someone else’s comfort level. The central principal of investing is the higher the risk of a particular investment, the higher the possible return. Of course […]