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The growing debt burden of retiring Australians Four best-ever charts for every adviser and investor Retirement income expectations hit new highs Why super returns may be heading lower Preparing for aged care

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Home / 441

Edition: 441

1-8 out of 8 results.

Welcome to Firstlinks Edition 441 with weekend update

13 January 2022
4

Every person is predisposed towards some combination of gullible and sceptical across many aspects of their lives. We might be sceptical about information we read on social media but gullible in accepting opinions in a favourite newspaper. In investing, one person may think 'it's too good to be true' while another sees a great opportunity.

Gullible travels, or are Aussies more sceptical?

Graham Hand
12 January 2022
14

Businesses exploit the psychological processes that people go through when they decide to buy something, but does the US research work when faced with "traditional hard-bitten, no-bullshit Australian scepticism"?

Start the year right with the 2022 Retiree Checklist

Brendan Ryan
12 January 2022
8

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

Global survey shows Australians least confident about retiring

Marian Poirier
12 January 2022
4

Australians are generally optimistic about retiring comfortably but their confidence lags retirement savers in other countries. They are also the most unsure about future returns and withdrawal rates in retirement.

Should I pay off the mortgage or top up my superannuation?

Di Johnson
12 January 2022
12

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

Morningstar asset class performance, 2021 and historical

Graham Hand
12 January 2022
5

As we enter a new year, we dive into the Morningstar database to see which asset classes have performed well over various time periods, with the related risks and largest historical drawdowns.

At 98-years-old, Charlie Munger still delivers the one-liners

Graham Hand
12 January 2022
11

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Using past performance is a risky way to invest

Rob Prugue
12 January 2022
6

We often assign quality in investment choice by historical returns, backed up when we see fund flows directed towards such historically well-performing funds. This is a mistake made by investors and regulators.

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