May 22, 2020
Providing hand outs to your adult children is not necessarily in the best financial interest of either parties. But there are ways to 'hand up' this money to benefit the receiving party and not cement bad financial habits.
May 19, 2020
In this episode we discuss different examples of when it is/isn't suitable to leave your current financial adviser.
May 17, 2020
This episode is the last of the weekly Covid-19 episodes that were keeping you in touch with what's happening in the financial markets during this time.
May 12, 2020
Michael and Dallas discuss risk and how changing your investment plan to reduce market risk (volatility) is simply shifting your risk over to somewhere else i.e. possibility of running out of money due to purchasing power risk.
May 9, 2020
This week has seen some easing of restrictions and plans for more to lift in the near future. We are still in discount territory for investing, with the market being down 24%.
May 8, 2020
The term account based pension can confuse a lot of retirees, in this episode we aim to break it down for you in a way that you can understand.
May 5, 2020
In this episode, we discuss why we have decided to utilise our language to remind our clients that they are invested into companies and not just a number on piece of paper.
May 2, 2020
The week started off well with a 5% rise in the market to start it off, but by Friday it went back down to where it started at the week at 27% off everything. This is volatility at its finest.
April 28, 2020
In the world of investing there are two major types of fear: the fear of loss, and; the fear of missing out. It would be safe to say that as investor's we have all felt these fears in some instance.
April 25, 2020
This episode is another update on the financial world during the Covid-19 pandemic. You can see the pattern in our terminology; seeing the low market values as an opportunity instead of issue, can do wonders for your retirement planning.