Personal Finance News
personal-finance
Foundations of financial independence Module 9: Course summary and conclusion
A summary of the course from Shani Jayamanne and Mark LaMonica, CFA
personal-finance
The most important investment decision you’ll ever make
A quiet force that shapes your long‑term wealth.
personal-finance
Foundations of financial independence Module 8: When to sell
Investments are a means to an end. Mark LaMonica, CFA goes through the process of selling down your investments to fund your goals.
personal-finance
What you need to consider before making a financial gift
Consider tax, age pension entitlements, aged care, estate planning and family dynamics.
personal-finance
Unconventional wisdom: Investing in the age of passive: Market evolution or looming disaster?
Assessing the claims of passive investing critics.
personal-finance
How to position your portfolio after 2025’s everything rally
Investors are facing a shifting global landscape.
personal-finance
Foundations of financial independence Module 7: Monitoring and maintaining your portfolio
Mark LaMonica, CFA goes through the steps to monitor and maintain your portfolio so you are still on track to achieve your goals.
personal-finance
How do your savings stack up against others?
With increasing financial transparency subverting norms, have you ever wanted to know how your savings compare to your peers?
personal-finance
Foundations of financial independence Module 6: Selecting investments
Shani Jayamanne goes through how to select investments in your portfolio that align with the type of investor you are and your goals.
personal-finance
Young & Invested: 3 things I don’t hold in my portfolio
Why select crowd favourites don’t make the cut.
personal-finance
Foundations of financial independence Module 5: Asset allocation
Mark LaMonica, CFA explains why asset allocation is so important to your portfolio outcomes, how to connect asset allocation to your required rate of return and your goals, and how to put together the exposure you need to reach your goals.
personal-finance
Foundations of financial independence Module 4: Required rate of return
Shani Jayamanne goes through how to calculate your required rate of return, and the inputs that you need.
personal-finance
3 habits of long-term investors
Develop these behaviours to help build lasting wealth.
personal-finance
Foundations of financial independence Module 3: Defining your goals
Mark LaMonica, CFA goes through the process of defining your goals. This is the first step of constructing a goals-based investment portfolio.
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