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Friday, 29 May 2020
Recently trending Baseline outlook for economic recovery is too optimistic 10 undervalued stocks if you're worried about volatilityWill our government embrace these three reforms?Welcome to Firstlinks Edition 357Don't invest just for yield: the smarter way to generate income
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Noel Whittaker is one of the world's foremost authorities on personal finance.
To mark his 80th, we publish a Noel classic plus his timeless commandments for retiree wealth, based on decades of advising clients, writing bestsellers and reaching millions of people every week.
A million Australians live overseas, and many forget the complexities that can arise in their financial affairs. Watch in particular for changing tax status, as in this US example.
Property spruikers use common techniques, and con men will increasingly target older people who feel they do not have enough financial independence for their retirement years.
In the final Leaders' Debate, the Prime Minister asked why Labor wishes to deny a tax deduction for additional personal concessional contributions, reinstating the old 10% rule. What's the logic of this complex rule?
Labor's proposed policies on negative gearing and capital gains may come at a time when residential property is already weak, and it's unlikely to make buying a property easier for first-home buyers.
There is much to admire about the work of the Royal Commission, but in recommending a ban on banks paying commissions to mortgage brokers, he has underestimated the role they play.
If you had to choose one concept to explain to a young person setting out on an investment journey, it should be compounding. While the results are not as spectacular, it's especially relevant when returns are lower.
Despite signs of optimism, market valuations are stretched and recovery is fuelled by government support. Some companies are doing well but stimulus cannot continue to prop up consumers for too long.
The key to investment success from here is the ability to ignore the crowd and the hot stocks. We will then face a once-in-a-lifetime chance to buy cyclical and industrial stocks with significant upside.
Amid the coronavirus-induced turmoil, many quality names are trading at a discount to fair value, according to Morningstar analysts. A smaller list of companies also screen for earnings certainty.
SMSF trustees are concerned about stock market volatility and low interest rates, and they asked six important questions during this seminar on whether gold has a role in their portfolios.
Treasury has finally banned commissions paid to brokers and advisers on LICs and LITs but the exemption from FoFA rules remains for other listed products in the 'real' economy, whatever that is.
The simple message to diversify is not new, but thousands of SMSF trustees focus only on equities and dividends. COVID-19 is encouraging SMSFs to consider different investment strategies.
It is always easier to see the challenges and risks while underestimating ingenuity and positive possibilities. It's likely to be the case this time, too, as long as we move quickly to open economies.