10/11/2018
I’m often asked about the performance of my client’s super in comparison to a seemingly similar investment strategy within some common industry funds. As the Financial Review article explains, when you dig a little deeper, it is far from a fair comparison when ‘some funds’ invest a lot more aggressively than their fund name implies. Unfortunately this means that in a market downturn, these funds will be far more exposed to negative returns than a true to label fund.
Why your super fund may be riskier than you think
Think your balanced fund will give you growth in good times and protect you in bad times? Check your fund's asset allocation.
09/02/2018
The recent pullback in share markets has been heavily reported by the media. Quite simply, they have had little negative to report for a few years with the average return of Aussie and International shares since 2013 being well into the double digits.
The attached note written by a well respected economist affirms my view... that is it's just another correction.
Response to Current Market Volatility – Infocus
We can certainly understand why many investors are disturbed by the market volatility over the last few days. After about 18 months of great consistent returns on the S&P 500 with little volatility, January’s return was a massive 5.6%. That’s about an average year’s return in one month!
02/09/2015
The scary reality of underinsurance. It is real, but can certainly be avoided with appropriate consideration and planning
http://youtu.be/jSIv8QwKTgQ
The human face of underinsurance
Australia’s underinsurance problem is well documented and widely discussed. But only when we put a human face to this phenomenon does all the talk start to b...
15/02/2013
Good article for those under 40-45 out there. Let the market's do their thing I say!
Low-risk super could leave you poor
YOUNG workers choosing "low risk" investments for their superannuation may be up to $170,000 worse off.
