Corona Virus, Financial Markets, Investment, Volatility
The last couple of months have felt like a rollercoaster ride for many investors. Financial markets around the world are reacting to the uncertainty around the impact of the Corona virus (“COVID-19”). The continued spread of the virus and the disruption to supply...
Estate Planning, Investment, Will
A Will can help ensure the assets that form part of your estate get distributed according to your wishes. It’s part of sound estate planning. However, a Will typically only applies to personally held assets and therefore may not deal with a significant portion...
Asset Class Investing, Financial Advice, Financial Markets, Financial Planning, Investment, Investment Risks
Asset class investing involves the construction of share portfolios that reliably deliver returns of specific asset classes, ie. groups of securities that share common risk and return characteristics – large, small, growth and value stocks. We know from historical...
Financial Advice, Financial Planning, Investment, Investment Risks, Volatility
The key motivation for investment in financial markets is profit. However, investing in a financial product involves investment risks. There is always the risk that an investment will fail to perform as expected due to economic and market factors, or factors specific...
Financial Advice, Financial Planning, Investment, Superannuation
People opting to set up a SMSF will be largely motivated by the fact that they will have a greater degree of control over their superannuation assets. As well, small funds enjoy some important exceptions in respect of their investments. SMSFs are funds that have fewer...
