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FIRSTLINKS News & Analysis

Five strategies to match your investing to your behaviour
Personal Finance
Five strategies to match your investing to your behaviour
Common investor habits are selling when the market falls, worrying about others, a fear of running out of money and losing patience with a fund. Here...
Graham Hand | 13 October 2024
A capital gains tax discount is legitimate but how much?
Personal Finance
A capital gains tax discount is legitimate but how much?
Like negative gearing, discounted capital gains tax, is criticised for giving investors an edge over first-home buyers. A discount is justified but...
Graham Hand | 07 October 2024
Only 2.4% of companies deliver all net shareholder wealth
Stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove...
Graham Hand | 02 October 2024
8 investment pools in the new tax hierarchy
Retirement
8 investment pools in the new tax hierarchy
The new tax on super over $3 million brings alternatives into play for tax efficiency. For investors who can be bothered juggling different types of...
Graham Hand | 19 August 2024
106 tips on enjoying retirement from retirees
Retirement
106 tips on enjoying retirement from retirees
Firstlinks readers weigh in on what you need to know to enjoy life after work.
Graham Hand | 18 August 2024
30-year chart is pointer to retirement outcomes
Retirement
30-year chart is pointer to retirement outcomes
A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say...
Graham Hand | 04 August 2024
Invest in equities until you reach your sleeping point
Personal Finance
Invest in equities until you reach your sleeping point
Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. The right level is the point where you...
Graham Hand | 26 May 2024
7 rules for a happy life from Berkshire's Charlie Munger
Personal Finance
7 rules for a happy life from Berkshire's Charlie Munger
The legendary investor says if you don't relish managing your own investments, leave it to others and find something else to enjoy.
Graham Hand | 16 April 2024
Blending active and passive into a winning portfolio
Markets
Blending active and passive into a winning portfolio
When looking at long-term equity index charts, it’s easy to forget the individual stocks underpinning the indices don’t move as a unified...
Duncan Burns | 12 December 2023
Things I’m thankful for as an investor
Personal Finance
Things I’m thankful for as an investor
Successful investing is grounded in the accumulation of wisdom.
Mark LaMonica, CFA | 22 November 2023