Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 218

Edition: 218

1-9 out of 9 results.

Edition 218

  • 8 September 2017

Our newsletter subscribers exceed 20,000 (and 30,000+ unique visits to our website each month) and thousands have joined this year. As our articles are written by market experts, some readers might find the content too technical at times. We try to strike a balance, and this 'back to basics' edition includes several uncomplicated investment and retirement planning ideas.

Spicing up two main investment principles

Telling investment stories in the form of a fable or parable is a great way to overcome the reluctance of many inexperienced investors to think about saving.

Retirement planning improved by grey hairs

Important retirement planning lessons benefit from actual experience, given that life does not follow a predictable pattern and many people can’t work forever. Planning is vital but so is making adjustments.

Living the lifestyle you want in retirement

Both before and after retirement, there are actions most people can take to improve the chances of attaining a desired lifestyle after paid work finishes.

The indignity of a modest retirement

It's no surprise that increasing living costs (food, energy, health care) are impacting retirees on modest incomes the most. Early planning and saving is needed to be 'retirement-ready'.

Big data reveals how retirees really live

Analysis of the retirement expectations and spending habits of over 300,000 retirees is a valuable tool to make plans more specific, including both super and non-super wealth sources.

Age pension is the world’s greatest annuity

The value of the age pension as a life-long annuity should be taken into account when choosing the optimal asset allocation for retirement investments to avoid being overweight defensive assets.

Facebook: social network or pervasive global media giant?

Facebook has changed the way we communicate, but more importantly, it knows our viewing and spending habits and can turn this into massive revenues.

Treasurer: super reform was difficult but we had no choice

Treasurer Scott Morrison on superannuation engagement and why the recent changes were essential, and in fact, have no impact on the vast majority of people.

Most viewed in recent weeks

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Warren Buffett changes his mind at age 93

This month, Buffett made waves by revealing he’d sold almost 50% of his shares in Apple in the second quarter. The sale not only shows that Buffett has changed his mind on the stock but remains at the peak of his powers.

Wealth transfer isn't just about 'saving it up and passing it on'

We’ve seen how the transfer of wealth can work well, with inherited wealth helping families grow and thrive for generations, as well as how things can go horribly wrong. Here are tips on how to get it right.

Welcome to Firstlinks Edition 575 with weekend update

A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.

  • 29 August 2024

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

Welcome to Firstlinks Edition 573 with weekend update

Steve Eisman, best known for his ‘Big Short’ bet against US subprime mortgages before the 2008 financial crisis, is now long and betting on what he thinks are the two biggest stories of our time: AI and infrastructure.

  • 15 August 2024

Sponsors

Alliances

© 2024 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.