Personal Finance News
personal-finance
Young & Invested: Why these ETFs keep winning
Critics warned concentration would hurt index funds. The opposite happened.
personal-finance
The Concorde Fallacy: Why you're holding on to bad investments
Losing money is painful but for investors, the bigger danger can be what happens after the loss.
personal-finance
For size and value tilts, simple is better
Evidence suggests investors targeting size and value premiums may achieve stronger long-term results by using one small-value fund instead of managing separate factor sleeves.
personal-finance
How the typical Australian Family could save $844,350 in taxes
The value of a testamentary trust is not determined by wealth alone.
personal-finance
Investor Playbook: What Australia’s wealthiest investors taught me about investing
Lessons that changed how I invest.
personal-finance
The housing slide could become a crash
The dangerous ingredient that could turn today’s correction into a historic downturn.
personal-finance
Unconventional wisdom: The only free lunch in investng?
Harry Markowitz argued investors could get something for nothing, but the reality is more complex.
personal-finance
Unconventional wisdom: Why investing gets harder as you get older
Three tips to navigate the shifting wealth building playbook for older investors.
personal-finance
How wealthy are you compared to other Aussies?
Mark and Shani run through the numbers that define the wealthiest Australians.
personal-finance
Do you qualify as ‘rich’?
The ambiguous and wide ranging definitions of what it is to be rich shows the importance of setting goals.
personal-finance
Future Focus: What you need to stop worrying about money
Your investment portfolio is only one part of the equation.
personal-finance
Unconventional wisdom: The academic case for core-satellite is questionable - here’s why it still works
The academic model behind core-satellite has little in common with the approach most investors take.
personal-finance
Future Focus: You’re losing money twice. Here’s how to stop.
The fear of losing money can lead investors to make two very different mistakes. Here’s how I try to make sure it doesn’t influence my investment decisions.
personal-finance
Our best income investing resources
More investors are turning to income strategies after recent tax changes.
personal-finance
The investment that shields you from the new tax changes
Investment bonds are receiving renewed attention as investors look for ways to improve after-tax returns. But are they genuinely useful, or are they simply another complicated investment product?
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