For many decades the default investment portfolio was a 60/40 split – this was seen as the ideal blend of growth and defensive investments for most investors most of the time. Generally, it translated to mean 60 per cent stocks and 40 per cent bonds. The growth characteristics of stocks would reward investors over time […]
Pitcher Partners Melbourne is pleased to present its third annual Charitable Committee report, detailing the firm’s collective efforts to support the community.
This article appeared in The Weekend Australian 19 June 2021. Women need to have control over the key financial decisions in their lives. Women and men should have zero tolerance for financial advisers who don’t work with them equally. Yet a recent UBS report (Building bridges, breaking barriers) revealed that half of married women defer […]
The article originally appeared in The Financial Standard on 12 April 2021. In March I took my first business flights for 13 months, though there was a back-up video-conference plan. And at the end of March, I was booked to take a vacation trip to Byron Bay. At the last minute, Byron became a COVID […]
This article originally appeared in The Weekend Australian on 6 March 2021. Sudden events, such as unexpected lockdowns, prompt us to inquire whether our financial affairs are also well prepared for the unexpected. At all times we need to have our financial data up to date and secure. We need trusted others to be able […]
It’s time to take stock of how you invest and what you might do next.
Thank you for you interest