Is your behaviour holding you back from retiring?
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Michael Burry made a name for himself shorting the US housing market in 2007-08, immortalised in the movie, The Big Short. Recently, Burry has found another target to short, which the financial media has labelled the ‘Pretty Big Short’. The target of this short? US Treasury Bonds.
Click the link below to see if your superannuation and investments are exposed.
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How much wealth do you think you need to achieve financial freedom?
Most people have no idea how much money they will need to achieve financial security, independence and freedom. The giant numbers in their head are so intimidating that they never even start a plan to get there.
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What my orange tree taught me about investing?
Lesson Number 1: Start Now.
Lesson Number 2: Don’t Stop - Be Consistent.
Lesson Number 3: Play The Long Game.
Lesson Number 4: Enjoy the Fruits Of Your Labour.
How do you invest? Why do you invest?
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What are investment bonds and how can they help set my children up.
This article outlines what you need to know about investment bonds and provides a case study to understand how it may help you and your family.
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Men’s health week is an opportunity to make a positive difference in the lives of men & boys around the country. This week is about showing the Australian community the state of male health in all its forms for a week every June.
A boy born in Australia has a life expectancy of 78 years, while a baby girl born at the same time could expect to live to 82 years of age.
Being a new father myself, this starts to hit differently, understanding right from the start, boys suffer more illness, more accidents and die earlier than their female counterparts.
Men take their own lives at a rate of four times greater then that of women (that’s five men a day, on average).
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As it stand in 2021, there are limited opportunities available for Australians to take advantage of prior to the end of financial year.
However, we are still working with a plethora of people to maximise their financial situation as many strive to reduce their tax liability and achieve financial freedom.
We wanted to outline a few examples of what we are currently working on, so you get an understanding of what our financial planners at Newcastle Advisors do and how they could potentially support you & your family.
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Summary of 2021 Federal Budget
Last night’s Federal Budget contained a number of proposals that may impact your personal financial plan.
Should you have any questions on how this announcements affect your personal plan, please contact your Newcastle & Lake Macquarie Financial Planning Advisor.
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We are seeing a shake up in the investment platform industry.
There is $840 billion sitting on technology investment platforms used by wealth managers to execute trades and manage investments on behalf of their clients.
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Most people’s first social media friend, Tom from Myspace, nailed his exit from the world of social media & his entry to an early retirement of financial freedom.
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How to invest for your children
Investing on behalf of your children can help give them a financial leg up and introduce them to good financial practice at an early age.
Whether it’s birthday cash from proud grandparents, a slice of an inheritance, or you just want to set them up with something in their own name, many parents want to invest on behalf of their children.
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Does the Government continue to play financial planner for those who do not take interest in their superannuation?
21 out of 77 MySuper products are regarded as “underperforming”, according to the Federal Treasury.
Treasury has told a Parliamentary Committee that those 21 funds held over $100 billion in assets across three million accounts and charged $1.2 billion fees.
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Millennials are expected to inherit over 3.5 trillion dollars over the next decade as baby boomers transfer their wealth.
Deciding how to use an inheritance wisely can be overwhelming.
When a loved one passes away finances are likely the last thing on your mind. However, if that loved one chooses to leave you an inheritance, it’s worth taking the time to consider your options for investing and growing those funds in a way that will honour their memory.
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Is it dangerous to invest at market “peaks”?
Given the property, stock market and bitcoin is currently sitting at all time high levels, is there still value in investing?
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A client called me Doug Ireland…
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As the first quarter of the year ended, the impact of the COVID-19 pandemic on risk markets almost seemed non-existent.
Over March we saw US markets return to all-time highs, further upgrades to the global economic outlook, US stimulus packages & central banks reaffirming monetary policy and inflation expectations.
Has your investment strategy changed to take advantage of the opportunities?
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Warren Buffett’s Investment Secrets.
Warren Buffett started investing when he was 11 years old & at the age of 90 he is still investing.
Warren Buffett’s estimated net worth is 100 billion dollars.
However, if Buffett was to start investing like most people, at age 25 (not 11) and stop investing & retired at age 65 his net worth would be $12m.
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Money is a thing you can use to buy stuff.
However, with our clients and the people that seek out our advice we see something different.
We see that money gives you options over your future & let’s you control your time.
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NBA star Dwyane Wade made $196 million, but still sticks to a budget.
“I regret not having someone early in my career to teach me about all this money.” Have someone smarter than you who can help you with your money.
He’s learned that if you have a plan, you know where you’re going and it’s easier to achieve your goals. As he told Men’s Health: “A failure to plan is a plan to fail.”
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Investors have put more money into stocks in the last five months than the past twelve years. The latest wave of market enthusiasm has brought with it a stunning rush of money, in which more of investors’ cash has gone to stock-based funds in the last five months than the previous twelve years combined.
Amid the frenzy, some $569 billion has gone to global equity funds since November.
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