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STRATEGY News & Analysis

Calm amid the chaos: Joseph’s top insights in April
Personal Finance
Calm amid the chaos: Joseph’s top insights in April
Joseph discussed the outlook for gold prices and office REITs with our analysts, sought bear market lessons from Warren Buffett, and more.
Joseph Taylor | 29 April 2025
Don’t let Trump derail your wealth creation plan
Personal Finance
Don’t let Trump derail your wealth creation plan
If you want to build wealth over the long-term, trying to guess the stock market’s next move is generally a bad idea.
James Gruber | 28 April 2025
Can embracing discomfort help you pursue an investing edge?
Personal Finance
Can embracing discomfort help you pursue an investing edge?
Not all sources of investment edge are accessible to everyday investors. This one might be, but it takes courage.
Joseph Taylor | 13 March 2025
Future Focus: Why I won't commit to an SMSF
Personal Finance
Future Focus: Why I won't commit to an SMSF
SMSFs require a lot of commitment. I'm not quite there.
Shani Jayamanne | 26 February 2025
Future Focus: Why I don't hold cash
Personal Finance
Future Focus: Why I don't hold cash
I go through the reasons I choose not to hold cash.
Shani Jayamanne | 26 February 2025
Future Focus: Why I use managed funds
Funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
Shani Jayamanne | 26 February 2025
Young & Invested: Why I don’t invest in individual stocks
Personal Finance
Young & Invested: Why I don’t invest in individual stocks
Presenting the argument against direct stock picking. 
Simonelle Mody | 26 February 2025
Future Focus: A better way to use financial advisers' favourite investment strategy
Personal Finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
Shani Jayamanne | 26 February 2025
Future Focus: Buying a home out of reach? Try these financial goals instead.
Personal Finance
Future Focus: Buying a home out of reach? Try these financial goals instead.
A framework to understand what you want from life and therefore your finances.
Shani Jayamanne | 26 February 2025
Meg on SMSFs: Winding up market linked pensions with care
Retirement
Meg on SMSFs: Winding up market linked pensions with care
Due to recently-introduced rules, many people with old style pensions, also known as legacy pensions, will look to wind them up this year. The...
Meg Heffron | 19 February 2025