It is with great pleasure that I announce the merger of Minchin Moore with Melbourne firm, Professional Wealth.
Here we share timeless papers on investment fundamentals, wealth management expertise, opinions, news, as well as occasions we’re profiled in the media.
Rapidly rising inflation is scary for those who haven’t experienced it — and that’s everyone under the age of around 50. It’s arguably even scarier for those who have. One client’s abiding memory of runaway prices in the 1970s was seeing the advertised price of fuel at their local petrol [Read More]
Most investors base their decision on which actively managed fund to invest in on past performance. However they fail to appreciate the extent to which volatility skews returns. They assume that managers who’ve performed well were skilful, when in fact they outperformed simply because they took on more risk.
When faced with the truths about how many stock brokers or active fund managers actually outperform the market indexes, it is hard to understand why so many investors chose to invest through these mediums.
With the Ukraine crisis unfolding, markets are gyrating as, each day, they try to incorporate the new news and expectations into stock, commodity and bond prices. In this environment, as markets wobble, its easy to feel anxious, and feel like you need to do “something”. And yet, paradoxically, sometimes the best thing to do is nothing at all.
Drought, fire, pandemic, floods, war and now the premature death of an Australian sporting icon. What’s next? Shane Warne was a flawed individual who polarised opinion. But in this edition of Insights, financial journalist author Robin Powell, explores some of the more positive aspects of his character and suggests there are important [Read More]
Current events in Ukraine are having direct impacts on global markets. Russia and Ukraine are suppliers of raw materials, food an energy – essential for many supply chains.
The years 2020 and 2021 were not “normal years”. Both years humbled forecasters, virtually none of whom accurately predicted either the downturn or the recovery. Now, two years on, with the pandemic still raging, forecasters seem more reluctant to make bold predictions for 2022. So, what do we have in store [Read More]
Weston Wellington Vice President, Dimensional Fund Advisers KEY TAKEAWAYS Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down. But shares are not heavy objects kept aloft through strenuous effort. They are perpetual claim tickets on companies’ [Read More]
Some sentiments doing the rounds right now: The 4% rule (consuming 4% of your portfolio value each year) will never work anymore because bond yields are so low. Tech stocks are going to see a spectacular crash. The stock market is running on borrowed time. Valuations can’t go up forever. [Read More]
In The Media
ABC Regional Radio November 01, 2021
ABC Regional Radio March 16, 2021
Australian Investors Association November 22, 2020 The Pros and Cons of Financial Advice for your SMSF
Australian Investors Association November 22, 2020 US Election recap (were the pollsters wrong?)
ABC Regional Radio November 10, 2020
ABC Regional Radio August 18, 2020
ABC Regional Radio May 27, 2020
ABC Regional Radio April 30, 2020
Australian Financial Review April 20, 2020 Finance Roundup – “Coronavirus latest, RBA not immune and Super Tuesday”
ABC Regional Radio March 02, 2020