Blog articles relating to investing and wealth management.

It Pays To Look At The Details

Before you part with your money, it pays to look  into the details; or have someone do it for you. Platinum Asset Management (PTM) is a widely respected fund manager and is listed on the ASX. It has recently been announced that they are  starting a Listed Investment Company (LIC) called Platinum Asia Investments. In my…

Corporate Governance Takes a Back Seat?

  Peter, Frank & Stven Lowy (Picture: James Croucher Source: TheAustralian) It’s common to come across clients who have a strong preference towards property investing over share investing. The aversion to shares is borne from the daily volatility that shares exhibit instead of perhaps a more logical reason to shun shares – questionable corporate governance practices. The current…

Warren Buffett’s Advice

  I am sure you have heard of Warren Buffett, who is generally considered to be the most successful living investor. He is CEO, chairman and president of the US listed investment company Berkshire Hathaway; which as of last night had a share price of US$187,750. Due to Buffett’s phenomenal investing success, (over the last…

A Tax On Savings

I don’t mind that the additional tax on tobacco will take a packet of cigarettes past $25, after all smoking imposes a cost on society. However the reverse is true when people save their money, which is why taxing bank accounts would have to be one of the more bizarre concepts thought up – placing an…

The Best & Worst Asset Class Returns from 1995 to 2012

Goldman Sachs has produced, for the Australian market, a very interesting table which compares the performance of the main asset classes. As can be predicted, every year produces a different result for which asset class out-performaed the others. For example, in 1995, ’97, ’98 and ’99 International Shares were the best performer, but in 1996, 2000, ’01, ’02,…

Fiscal Cliff or Fiscal Slope?

The term fiscal cliff certainly sounds ominous, which is probably exactly how the media, banks, fund managers and other self-interested parties would like. The more money that is floating around the system the better for all. Unfortunately, at some point the the US $16,000,000,000,000 debt should really be repaid; or at least stopped from increasing any more.…