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Market Wrap October 2023
September: Cash is King Again During September, Global Share performance was poor. Global shares lost 4.0% on an unhedged basis, and lost 3.6% on a hedged basis. The difference was mostly due to the appreciation of the AUD versus the Euro. For September, the U.S....
Teaching Kids About Money: Building Financial Literacy From A Young Age
In today's fast-paced world, ensuring our children grow up equipped with essential life skills is paramount. Among these skills, financial literacy stands out as a crucial tool for success. Teaching kids about money from a young age not only sets them up for a...
Market Wrap November 2023
October: Only positive was Cash During October, Global Share performance was poor. Global shares lost 1.0% on an unhedged basis, and lost 2.8% on a hedged basis. Unhedged outperformed due to the AUD losing ground against both the Euro and the USD. For October, the...
Market Wrap December 2023
November: Solid rebound After a poor month for nearly all investments in October, returns during November were exceptional strong. During November, Global Share performance, especially on a hedged basis was great. Global shares gained 4.4% on an unhedged basis, and...
Navigating Financial Changes During Major Life Events
Life is full of unpredictable twists and turns, and often, these changes bring significant shifts to our financial landscape. Whether it's the joyous occasion of getting married, the challenges of a divorce, the excitement of starting a family, or the uncertainty of a...
Dividend Investing Demystified: Building Wealth with Regular Payouts
Investing is a powerful way to grow your wealth, and dividend investing is a strategy that offers a unique approach. Instead of relying solely on capital appreciation, dividend investing involves purchasing stocks that pay out regular dividends, providing you with a...