11 Sketches that Illustrate the Path to Financial Happiness

New York Times columnist, author and financial planner Carl Richards has been a long-time friend of Stewart Partners and made a career out of exposing and analysing what he calls the “behaviour gap” — the gap between what you should do with your money and what you actually do.

Richards has boiled down his wisdom on wealth and happiness into a dozen of his sketches that he’s allowed us to share with you. Please enjoy (2 mins read)

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Rick Walker
A Formula for Success through Major Global Events

Investing is a long-term rewarding endeavour. Indeed, people will spend decades pursuing their financial goals. But being an investor can sometimes be complicated, challenging, frustrating, and sometimes frightening.

This article considers how our response to major events has a great impact on the outcomes we experience than the event itself, and how markets have responded to six major global events over the past 30 years (6 mins read).

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Rick Walker
Your Digital Legacy

Once upon a time our lives were dominated by trips to the bank, the post office, call waiting and Kodak stores (remember the excitement of the 1 hour turnaround!).  However today, more of our lives and activity is spent online, with a resulting large digital footprint.

But what happens to our digital footprint if we lose mental capacity or die?   What will be your digital legacy and how will your loved ones deal with it?

With input from our legal panel of estate planning lawyers, this article considers how you should approach and plan for your digital legacy as part of your estate planning. (4 mins)

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Rick Walker
Placing Clients' Interests First

News out of the Hayne Royal Commission into financial services has raised concerns among many people about how they can expect to receive trustworthy, thoughtful and appropriate financial and investment advice in such a climate. (2 mins read)

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Rick Walker
A Better Investment Experience

We’ve yet to meet a person for whom we couldn’t improve their investment experience.  This article considers the Top 10 strategies every investor can adopt to enjoy a better investment experience.

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Rick Walker
The Journey of Owning Shares

Investing in shares can be a rollercoaster experience.  The equity markets are inherently volatile, but the reward is higher investment returns over time.  This article examines the evidence of what the journey of investing in shares looks like, and over what timeframes investors can reasonably expect to be rewarded for investing in equity markets.  (5 min read) 

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Rick Walker
Volatility - 8 Simple Lessons

Renewed volatility in markets has awoken the media from its summertime slumber. News directors drag out dated file footage of frantic traders and summon talking head experts to explain to ‘mums and dads’ what it all means. Well, what does it mean? More importantly, does it matter?

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Rick Walker
Why You Need a Financial Fire Drill

Ten years since the global financial crisis, global equity markets have climbed back to multi-year or record highs, causing memories of past market falls to fade. This makes it a perfect time, then, for investors and their advisers to revisit their financial fire drill for the inevitable return of market volatility somewhere in the future (6 mins) 

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Brendon Vade
Financial management for children

It’s never too early to start teaching children or grandchildren the value of money. With no formal training in school for personal finance children are expected to learn money management skills on their own

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Brendon Vade
Cyber Security

With many of our clients preparing to enjoy an end of year break, we’ve pulled together a checklist of Do’s and Don’ts that we believe will help you to protect your personal information.

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Brendon Vade
THE 2017 budget

With so much Superannuation Reform from last year’s budget still being worked through ahead of 1 July, unsurprisingly (and some might say thankfully) the 2017 Budget has little that impacts superannuation and retirement savings directly.

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Brendon Vade
Budget Review 2017

The government has released another ‘Exposure Draft’ Bill to test public reaction to the superannuation proposals they want to legislate. A short consultation period will ensue followed by a potentially arduous passage of the Bill through parliament before finally coming into law.

 

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Brendon VadeTax, Super, SMSF, Legislation
UPDATED SUPERANNUATION REFORMS

Four months after the May 2016 Federal Budget was handed down, we are seeing legislation being tabled to enact the measures announced. This edition highlights the ‘version 2’ superannuation announcements.

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Brendon Vade
Brexit

On 23 June, the UK voted to leave the European Union (EU) after what was a long and fractious referendum campaign. In this edition we take a closer look at what it all means for investors.

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Brendon Vade