For investors, the real danger of crises such as this one is the possibility of suffering a permanent loss of capital. For the most part, this eventuality typically stems from one of four (mostly avoidable) strategies. Let’s have a look at each of these in turn: Exposed or Leveraged Stocks: [Read More]
Here we share timeless papers on investment fundamentals, wealth management expertise, opinions, news, as well as occasions we’re profiled in the media.
The one thing we know with certainty with bear markets is that they will eventually end. The problem of course is working out when. In market speak, “capitulation” is the point where everybody has had enough, when investors can take no more pain, the bears have sold everything they had [Read More]
Coronavirus is affecting the global economy to a greater degree than any previous event. Global supply chains are so interwoven that the initial disruption in China triggered a meaningful slowdown in World trade and economic activity. Since then, the virus has spread to all the major economies of the World and [Read More]
Share markets are breaking records daily right now. With all the uncertainty, and extreme volatility, many investors are asking themselves if they should sell their shares now, with a view to buying them back later when there are signs that things are returning to normal. In this edition of Insight, we provide investors with a framework through which to answer this question.
In this edition of Insights we look at what’s really behind the volatility and give investors a sense of how their diversified portfolios have been travelling through this roller coaster period.
As most readers will know, Coronavirus (now known as COVID-19) started in the Wuhan province in China. Prima facie, you could be forgiven for believing that the virus isn’t remarkable. Most people who get the virus only suffer relatively mild “cold and flu like” symptoms and then they get better. [Read More]
Mark Minchin was recently asked to join an expert panel to talk about managing risk at the LiveX (Australian livestock exporters) conference in Townsville. Risk Tolerance Behavioural Finance Sustainability
With the election only a few days away, many of our clients have expressed confusion about the potential impact of a Shorten Labor Government. We’ve taken the time to explain some of Labor’s key tax reform proposals; identifying who will be the winners and losers, plus some of the potentially [Read More]
We are pleased to announce the opening of our new offices in the Sydney CBD – Suite 2.14, 165-167 Phillip Street. This new location represents our fourth office, with existing offices in Mosman, Orange, Walcha, and now the Sydney CBD. Featuring state-of-the-art facilities, the new location in the Sydney CBD [Read More]
Last month saw the ten-year anniversary of the Lehman collapse come and go. This is notable, as the collapse of Lehman was the tipping point of the financial crisis of 2008 and heralded a new economic era. An era where interest rates in the Western World would remain close to [Read More]
In The Media
ABC Regional Radio March 02, 2020
ABC Regional Radio February 04, 2020
Australian Financial Review January 29, 2020 Finance Roundup – “Nervous rallies and pullbacks versus corrections”
ABC Regional Radio December 11, 2019
ABC Regional Radio October 15, 2019
ABC Regional Radio September 26, 2019
Australian Financial Review August 13, 2019 Retirees will scream blue murder in a crash
Australian Financial Review July 25, 2019 When SMSFs should think about industry funds
The Australian Financial Review July 16, 2019 Hasten slowly on tax restructuring
ABC Regional Radio April 23, 2019