So the market just fell. You’re reading headlines claiming billions of dollars of value have been wiped off the stock market in a matter of hours, days. You check into your account and see that your investments have also been affected. What will you do?
5 tips for a stress-free converstaion about your will
Property market chart pack July 2018 -CoreLogic
Tax Differences: Property vs Shares
Financial advice and you - Where to start
“The right kind of financial advice can really make a big difference”
It can help you: - set your financial goals and achieve them - make the most of your money - get any government assistance you’re entitled to - feel more in control of your finances and your life - avoid expensive mistakes - protect your assets
The True Value of Financial Advice
Asset Allocation & Market Pull Back
2017 Long-term Investing Report
1. Rear-view mirror investing
Making investment decisions based on past performance is a high-risk strategy at the best of times, and we never recommend it.
2. Lack of portfolio diversification
As this Report shows, all asset classes are vulnerable to the vagaries of the market. Having a narrowly
focused portfolio by putting all your eggs in one or two asset classes exposes investors to a lot of
unnecessary downside risk.
3. Reliance on residential property
The only way to avoid the considerable downside risk of single-asset investing is true diversification across asset types.
4. Investing in over-priced traditional assets
The potential benefits of greater diversification and active management become all the more meaningful the lower the expected market returns.
5. Setting and forgetting
Instead of a ‘set and forget’ approach which relies on a steady-state, unchanging market environment,
investors faced with volatile markets will require a nimble approach, shifting between asset classes and sub-asset classes in real time as market conditions change.