What is an index fund?
The S&P/ASX 300 index refers to the top 300 companies listed on the stock exchange by market capitalisation. If CBA...
WealthMaker Investment Returns
WealthMaker's general philosophy for investment is indexed funds, as in the long term active (non-index) funds struggle to outperform index funds after fees.
QE is ending, so volatility is returning
It has taken approximately 6 years for US Quantitative Easing (QE) to come to an end. Since the beginning of the Global Financial Crisis (GFC) many US mortgages have been re- financed, the clean out of defaulters has occurred and regulatory changes aimed at preventing poor lending practises while encouraging both private and Government Sponsored Enterprises (GSE)...
The return of the private US Secondary Mortgage Market
The private or institutional US Secondary Mortgage Market is coming to life. It’s taken a long time, so it is important to look at what is happening...
Future of Financial Advice (FOFA) legislation
For all clients and prospective clients it is important to be aware of the Future of Financial Advice (FOFA) legislation...
Financial life cycle paradox
Changing lifestyles combined with increasing life expectancy have outgrown traditional retirement planning models...
Bitcoin – currency, investment or Ponzi scheme
There has been a lot of media attention on Bitcoin recently. Many people want to know what it is as they are unclear as to whether it is a currency, a payment method, investment or Ponzi scheme?
Investment strategies
There have been many books about investment strategies. The common themes of the strategies are to research your decisions and diversify your investments....
The optimism of under-insured Australians
Visitors to Australia frequently comment on how laid back and friendly we are. These are wonderful attributes. However, from our own risk management perspective it is no so good...
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