Now that the business year has kicked off in earnest, I am finding fierce opposition to many of the core building blocks of well-diversified investment portfolios.

Having spent some time on end-of-calendar-year investment portfolio housekeeping and calculating your returns for the year, you will no doubt be pleased at the performance of your portfolios. 2019 was a great year for investors. This article originally appeared in The Australian on 24 January 2020 But how did you really go? What are the correct calculations […]

It’s a good time to see how your investments measure up. The weeks ahead offer a decent time for a summer review of your investment portfolios — preferably with a clear head after all those holiday festivities. If you make the effort you can start the new year in good shape. This article originally appeared […]

Here we are 12 months out from the US presidential elections. So what will the coming year bring to investors when equities and bonds are already trading at record highs and where monetary policy has already reached its accommodative limits?

Sue Dahn, Partner of our Melbourne firm and The Australian’s top ranked financial advisor for 2019, recently sat down with Alan Kohler on his podcast ‘The Money Cafe with Kirby and Kohler’.