When people talk about the share market having gone up or down, what they are usually are referring to is an index. But what is an index and why is it important?
Insurance: Income Protection - Stay Ready
MORE GREAT INVESTMENT CHARTS
As Warren Buffett once said: “There seems to be a perverse human characteristic that makes easy things difficult.” This has particularly been the case with investing where complexity has multiplied with new products, new ways to access various investments, tax changes and new regulations, all with social media adding to the noise. But it’s really quite simple and this can be demonstrated in charts...
Updating Your Family Trust
Grab yourself a cup of coffee for this particular article, because you're going to need one. This note focuses on the importance of staying on top your family trust deeds. It's a little lengthy but please stay with me on this if you can - and if not, just call me and I'll point you in the right direction...
Defining Enough
Do all your future plans rely on having a lot more money than you do now? If the answer is yes, it might be time to think carefully about your values so you can put together a realistic financial plan that will bring you closer to the sort of life you want.
Planning for your financial future doesn’t have to be about chasing more money. Achieving a real sense of having enough to feel comfortable and happy is more about understanding what’s important to you and then managing your finances accordingly. So just how much is enough for each one of us?
STARTING A NEW BUSINESS?
THE RIGHT FINANCIAL ADVISER: A CHECKLIST
ESTATE PLANNING: A cautionary tale...
THE GFC TEN YEARS ON
QUARTERLY HOUSING REPORT
THE SANDWICH GENERATION
Many people approaching retirement with elderly parents and adult children are feeling the pressure on their time and finances. Find out why it’s important to put your own wellbeing first.
Thanks to the twin trends of growing life expectancy and rising house prices, more and more people are finding themselves joining the ranks of the sandwich generation. Recent estimates put the number of Australians in the sandwich generation at more than 1.5 million1. That’s a lot of people juggling the responsibilities of aged care, child care and often a job too.
SUPERANNUATION STUMBLING BLOCKS
THE THREAT OF WAR: IMPLICATIONS
5 GREAT INVESTMENT CHARTS
Investing is often seen as complicated. And this has been made worse over the years by the increasing complexity in terms of investment products and choices, regulations and rules around investing, the role of the information revolution and social media in amplifying the noise around investment markets and the expanding ways available to access various investments.
But at its core, the basic principles of successful investing are simple. And one way to demonstrate that is in charts or pictures – after all, a picture tells a thousand words.
This note looks at five charts I find useful in understanding investing. Check back soon as another 5 charts are coming your way.