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The latest earning season proves that company dividend payouts are choppy. Casting your net wider will help capture broader income returns. If you own shares in one or more listed Australian companies, you may have been keeping an eye on the latest round of corporate earnings announcements. Earnings season is the equivalent of “peak hour”...Read More
What is portfolio rebalancing?
April 3, 2023Financial Planning
Just like your car needs a periodic service to stay in tune, here's why you should rebalance your portfolio from time to time. A portfolio’s asset allocation reflects an investor’s goals and temperament—the need for return as well as the ability to withstand market turbulence. Over time, market fluctuations can affect your asset allocation weightings...Read More
Money challenges women face
March 6, 2023Financial Planning
Knowledge is power. Financial knowledge is particularly powerful when it comes to securing your future. Women and men alike can benefit from acquiring financial knowledge and skills. But when it comes to money, women face unique challenges. The last few years have seen the spotlight shining brightly on women’s issues globally with calls for political...Read More
Can you teach your kids to defer gratification?
February 13, 2023Financial Planning
When it comes to teaching kids about healthy money habits, there are few lessons more important than being able to defer gratification. By helping kids learn to put off what they want right now and save instead, they’ll be better equipped with the skills to be financially secure adults. While it is possible to help...Read More
How much money you're able to invest each year is one of the biggest factors in achieving your financial goals.And the longer you're invested, the more time your money has to compound and grow. Inflation is up and markets are down. What does this mean for you? Entering the world of investing can be intimidating,...Read More
Find out what ESG investing is and how it works. So you can choose investments that match your goals and values. What ESG means ESG investing is when a fund considers sustainability (including environmental, social and governance factors) to inform their investment strategy. There is a growing demand for ESG investing, also known as sustainable...Read More
Finding a good balance
December 27, 2022Financial Planning
In the same way finding a balanced lifestyle is conducive to good health, finding balance in an investment portfolio gives investors the healthiest chance of achieving their long-term goals. Having a diversified mix of assets is essential because it mitigates market volatility and reduces portfolio risk. This is because the best performing asset one year...Read More
The challenges of market timing
December 19, 2022Financial Planning
When markets fall, it's natural to want to take action to prevent further losses. Doing so however can do more harm than good. Here's why timing the market to buy low and sell high is not as easy as it sounds. If you’re invested in the financial markets and also keeping up with the news,...Read More
The advantages of investing early
December 12, 2022Financial Planning
You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk while increasing your reward? Investing: Risky business? When some people think of investing, they focus on the potential for great rewards—the possibility of picking a winning share that will increase in value over time....Read More
Risks to consider when building a portfolio
December 5, 2022Financial Planning
An understanding of the risk and return characteristics of various asset classes is vital to the portfolio construction process. When constructing a portfolio, having an asset allocation that encompasses a wide range of different investments is an important factor for long-term investment success. But as the number of investment products and variations available to investors...Read More