Annuities
What exactly is an annuity, why have they not been popular in Australia, and why are annuities now becoming more popular?
Blog articles relating to investing and wealth management.
What exactly is an annuity, why have they not been popular in Australia, and why are annuities now becoming more popular?
Shock horror. Whilst talk of the biggest ever fall on the Dow Jones makes for good headlines, a 4.6% is a big one day drop, but it is far from a ‘crash’.
Morningstar today downgraded their recommendation for Qantas to a sell. I wholeheartedly agree; for a few reasons.
Before you part with your money, it pays to look into the financial 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.…
Lowering portfolio costs is an obvious focus for investors, and ETF’s are becoming an increasingly popular investment vehicle to achieve this. Unfortunately the true cost of ETF’s is often more than most investors are led to believe.
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. Perhaps the more logical reason to shun shares is questionable corporate governance practices. The current Westfield Trust debacle…
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 49…
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 a tax on savings would have to be one of the more bizarre concepts thought up –…
Conventional wisdom dictates that your portfolio should be diversified, but as this article suggests, a ‘Diversified Fund’ may not be the best way for you to achieve diversification.
Financial Planning is a heavily Government (ASIC) regulated business providing individually personalised advice to clients including protecting and growing their wealth. As a financial planner it appears extremely inequitable to see far bigger transactions occur with far fewer compliance hurdles or disclosures such as direct property investing. A real estate agent does not have to…