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31Jan 2019

Returns are in for last year and for equities they weren’t the best. In fact, for equities they were the worst in seven years. That’s the importance of being diversified. Fixed interest, listed real estate and cash helped smooth out the sharemarket drag of the final quarter. There was one country where the sharemarket knocked […]

25Jan 2019

Wayne was joined by Canadian retirement expert Barry LaValley for a brief chat during Barry’s recent visit to Tasmania. Barry has been called “one of the best communicators in the Canadian Financial Services industry today” and has made a career out of figuring out the psychology of retirement. In this video Barry and Wayne discuss maintaining connections […]

24Jan 2019

Christmas is the time of year when shopping cranks up, people wind down and financial markets exist in a mostly positive slumber. You don’t expect much bad to occur in financial markets during December. For the most part, over the last 30-something years, December has been the month where you’d receive a little extra in […]

18Jan 2019

The Productivity Commission’s report into superannuation has had many vested interests circle the wagons. There’s also been many experts give their opinion on the changes that need to be made in the superannuation system. Glenn thinks there’s something more important to focus on. 

17Jan 2019

2018 Year In Review

January 17, 2019

Economic Overview Global equities posted sharp declines in the December quarter, delivering their worst yearly performance in seven years largely on the back of the final three months. The major concerns were global trade, slowing economic growth and the US Federal Reserve’s plans for further interest rate rises. Government bond yields generally fell (prices rose), […]