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Thursday, 23 January 2020
Recently trending 20 great ways the government helps retireesHow do your financial priorities stack up with our pyramid?Sweet spot helping bull market rampageWhy good investing is like a healthy dietInterview Series eBook, investing insights from global experts
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Understanding demographics is vital for successful planning and investing for the future. What is happening on population growth, ageing, natural increases, immigration and our role in Asia?
Algorithms and AI are increasingly entering our lives, with the belief they make impartial judgements. But it's a myth that they are unbiased, efficient and better decision-makers than humans.
Firstlinks publishes hundreds of articles a year, and Chris Cuffe has selected from the most popular, especially those shining a light on issues the wealth industry must face up to in future.
When Barack Obama puts out a reading list with 19 of his favourites from 2019, it makes us realise we should spend more time reading books. Plus Morningstar's experts recall 2019 and preview 2020.
While every generation has its unique opportunities, the majority of Firstlinks readers agree that Boomers have had a better run than others. But the real highlights here are in the comments.
Links to dozens of global media articles that often do not receive mainstream coverage in Australia. Some links are sceptical, fun or pointed, while others challenge consensus and accepted wisdom.
First Sentier Investors is the new name for Colonial First State Global Asset Management, completing the separation from CBA. It's the end of an era for the business Chris Cuffe led for 14 years.
Many people put months of effort into planning a foreign trip, only to leave FX transactions to the last minute, including the worst sin of changing currency at the airport. There are better ways.
Super is reducing reliance on the age pension for the majority of people entering retirement. Most newly-retired Australians are not accessing the age pension at all, and only 25% of 66-year-olds are drawing a full age pension.
Many SMSF trustees rely heavily on the Top 10 stocks on the ASX for income including franking, but the capital preservation has not been good. The franking debate was a good reminder to reconsider the asset allocation.
Mary Meeker's Internet Trends 2019 is 333 slides in its presentation format, and we have picked out highlights and her 30-minute video summary. Most of us are spending a lot of time looking at screens.
Watch the exact timing of super contributions to create a tax deduction, especially this year, and anyone with a pension that reverts to another person on death has particular timing issues to address.
This list could save a retiree thousands of dollars and provides ideas for a better lifestyle. It's surprising what you might be entitled to, but it's often hard to track down the benefits.
Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last.
The strong market has challenged value investors who want to buy at lower prices, but there are signs 2020 will continue a 'sweet spot' of profit growth, low inflation and central bank liquidity support.
It's the underlying nutrients in the foods we eat which determine if we have a healthy diet. Similarly, the underlying factors that affect our assets determine if we have a healthy portfolio.
30 interviews from 2013 to 2019, from global experts such as Markowitz, Malkiel, Dimson and Merton, to local fund managers sharing the secrets and lessons for investment success in 2020.
Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.