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Market Wrap January 2024
December: 2023 Ends on a High After a poor month for nearly all investments in October, returns during November and December were exceptional. During December, Global Share performance, especially on a hedged basis was solid. Global shares gained 1.8% on an unhedged...
Financial Planning For Major Life Events: Navigating Transitions with Confidence
Life's journey is a tapestry woven with significant milestones, each carrying its unique blend of challenges and joys. From the union of marriage to the arrival of a new family member, sending your children off to university, and supporting aging parents, these...
Exploring Different Investment Vehicles: Stocks, Bonds, ETFs, and More
Investing is a cornerstone of financial growth, yet navigating the realm of investment vehicles can be a daunting task, particularly for those new to the field. This comprehensive guide aims to demystify three of the most prevalent investment options: stocks, bonds,...
Market Wrap February 2024
January: Steady Start to 2024 After an excellent month in December, returns in January seemed to be somewhat subdued. Global Shares on an unhedged basis were the best performers gaining 4.5%. Global shares on a hedged basis gained 1.8%. Momentum as a style was...
Savings vs. Investments: Crafting a Balanced Financial Strategy
Financial planning is a journey with the ultimate destination of financial security and independence. At its core, this journey revolves around two essential elements: savings and investments. These two components play distinct roles in your financial life, and...
Crafting Your Retirement Roadmap Across Life Stages
Retirement planning is a critical endeavor that varies based on the specific characteristics of each country's financial system. In Australia, the retirement landscape is shaped by superannuation funds, government policies, and economic conditions. This blog post will...