Joel Hewish
Risk and rebalance

Risk and rebalance

It’s often said that for a better chance at investment success, portfolio decisions should never be guided by specific moments. This is probably more evident than ever in this volatile market, where daily swings can reach surprising heights and then record lows. Disregarding your long-term investment plan and letting only emotions dictate whether you should cash out or accumulate more at such times can be costly.

How early super withdrawals add up

How early super withdrawals add up

The Australian Federal Parliament has approved the JobKeeper payments ($1,500 per fortnight), boosted JobSeeker payments up to $1,100 per fortnight, and allowed the unemployed and people whose hours have been cut by 20% to dip into their retirement savings to help them weather the coronavirus crisis.

A 20-year investment growth story

A 20-year investment growth story

At the end of 2018, after a dismal fourth quarter – in fact, the worst quarterly performance in seven years – the Australian share market closed at a two-year low.

No doubt, many investors at the time were probably anticipating a mediocre year ahead.

Yet, seven months later, the Australian share market had not only recovered all its 2018 fourth-quarter losses, but breached its all-time peak set back in November 2007.

Factors to consider when investing in direct shares

Factors to consider when investing in direct shares

Australia has one of the highest rates of share ownership in the world. According to an ASX Australian Investor Study, approximately 37 per cent of Australian adults hold shares either directly (31 per cent) or indirectly (7 per cent derivatives and 11 per cent invest in other on-exchange investments), making us a country with one of the highest rates of share ownership in the world

Recent News

Episode 117. Where Do We Stand On A Long Winding Road To A Tumultuous Year?

Episode 117. Where Do We Stand On A Long Winding Road To A Tumultuous Year?

Our last year’s episode commences with a discussion on a report regarding the Australian Retirement System and the Three Pillars of Australia’s entire retirement system, which was compiled by a group of independent experts and commissioned by the Government. Following that Joel provides an update on the Share market and how the market performance over the past couple of months has been relatively benign. Finally, Brett tells us about South-East Queensland Residential Property Market and how Brisbane continues to be an attractive option for prospective buyers despite rising median prices.

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