How Stewart Partners may help you

One question we’ve never excelled at answering is “what do you do?”, because if you asked this question to each of our clients, there’d be an array of responses.  To help you understand what we can do for clients – beyond investment advice – we’ve detailed several real matters we’ve helped clients with over the past year. (6 mins read)

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Rick Walker
Elections & Investing

With Australia in the middle of another general election campaign and facing the prospect of a change of government, investors may ask what implications the political cycle has for financial markets and for their own portfolios.

This article considers market performance around past elections and some of the major policies the two major parties are taking to this election. (4 mins read)

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Rick Walker
Why You're Crazy to Sell When Shares Prices Fall

We all know, or should know, that when you include publicly listed shares in your investment portfolio, the daily price movements can be quite a rollercoaster at times. However, few investors understand why, when share prices fall, it really is the worst time to sell.  This article explains “why“ (4 mins read).

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Rick Walker
A Financial Journalist Breaks Ranks

On occasion a financial journalist will break ranks and spill the beans on why they write articles they know offer zero value to their readers.

Michael Pascoe is one of Australia’s most experienced and respected finance journalists. For many years, he hosted the Nine Network’s Sunday morning business program. Now, well into his 60s, he has admitted that most daily financial markets reports are rubbish and that for journalists, they are a meaningless grind. (4 mins read)

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Rick Walker
Appreciating Jack Bogle's Impact

John (Jack) Bogle, the Vanguard Group founder and father of the index fund, died in January at the age of 89. 

You may not know the name well, but he’s had by far the biggest impact on the investing public than any other individual. Ever. (2 mins read)

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Rick Walker
The Hayne Royal Commission Report into Financial Services

On Monday Commissioner Hayne made public his findings and recommendations on the Financial Services industry.  His report appears measured and pragmatic, but will take time to implement.  The Federal Government has said it will act on 75 of 76 recommendations.  We have identified a few pertinent matters to share with you. (4 mins read)

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Rick Walker
Investing Sustainably without Impacting Your Lifestyle

Many investors want the world to be a better place, but not at the expense of their personal financial security and lifestyle.  The question then becomes: can a conscious investor help to create a better world with his or her portfolio without sacrificing returns along the way?  Fortunately, the answer is yes. (6 min read)

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Rick Walker
Change almost always comes as a surprise

“Innovations usually begin life with an attempt to solve a specific problem, but once they get into circulation, they end up triggering other changes that would have been extremely difficult to predict.”  Steven Johnson, How We Got To Now

Change always comes as a surprise, and investors need to be ready for this. (4 mins read)

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Rick Walker
Don't get played by the financial Media

What is the purpose of financial news? Seriously, what purpose does it serve?

We have long cautioned our clients from reacting to articles they read in the Business section, and some recent articles help provide further guidance on how we absorb news [6 mins read].

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Rick Walker
Temperament Beats IQ

Temperament is critical to successful investing because markets persistently test investor discipline with long periods of volatile and/or poor performance. Warren Buffett recognised this when he said people frequently make the mistake of feeling they have do “do something” when markets are volatile.

A friend of Stewart Partners, Larry Swedroe, has more. (5 mins).

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Rick Walker
The World is not so bad

It only takes a few minutes of watching the news to get the feeling that the world is heading into a tailspin.

Endless images of natural disasters, car crashes, and Royal Commissions into the ethically bankrupt fill the airwaves on a daily basis. It’s upsetting – but also certainly captivating for the average viewer.

This article talks about the challenge and benefits of thinking like an optimist rather than a pessimist, and provides some real data on how the world continues to drastically improve in slow and incremental ways to demonstrate that optimists aren’t self-deluded after all (5 mins read).

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Rick Walker
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