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Edition: 563

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Welcome to Firstlinks Edition 563 with weekend update

  • 6 June 2024
  • 9

Women will be the biggest beneficiaries of Australia’s $3.5 trillion intergenerational wealth transfer. How they invest will shape markets and the wealth management industry in the coming decade.

The secrets of Australia’s Berkshire Hathaway

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.

Overcoming the fear of running out of money in retirement

There’s an epidemic in Australia that has nothing to do with COVID-19, the flu, or the respiratory syncytial virus. This one is called FORO, or the fear of running out of money in retirement, and it's a growing problem.

Trying to save money? Pay in cash

The cost of living crisis has made spending control front-of-mind for many people. New research shows that paying by cash rather than card, even if inconvenient, can be a valuable tool in controlling expenses.

Inflation uncertainty makes retirement planning harder

With the current volatility in inflation and uncertainty about what happens next, retirees are understandably concerned about planning for the future. Here's how to reduce the stress and protect your wealth.  

The health care breakthrough that’s not an obesity drug

We are living in a golden age for innovation in health care, and it's not just confined to obesity wonder drugs. For instance, scientists are manipulating human DNA to find new ways to treat a wide range of diseases.

Big Super’s asset allocation and future headwinds

New data shows that despite talk about large super funds shifting from public to private assets, the change hasn't been dramatic. However, there are other things that may challenge the long-term performance of Big Super. 

The problem with concentrated funds

Many investors, including Warren Buffett, advocate concentration in funds - after all, if you don't have high conviction in positions, what's the point? Yet, there are a few compelling reasons to be sceptical of this approach.

Most viewed in recent weeks

Meg on SMSFs: Clearing up confusion on the $3 million super tax

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue. 

Welcome to Firstlinks Edition 566 with weekend update

Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.

  • 27 June 2024

Australian housing is twice as expensive as the US

A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.

The catalyst for a LICs rebound

The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.

How not to run out of money in retirement

The life expectancy tables used throughout the financial advice and retirement industry have issues and you need to prepare for the possibility of living a lot longer than you might have thought. Plan accordingly.

The iron law of building wealth

The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.

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