Higher interest rates can present unique opportunities for saving and potential portfolio rebalancing. As inflation continues to challenge the economy, it’s likely we’ll see interest rates rise and economic activity slow. However, that doesn’t have to be cause for panic—higher interest rates can present unique opportunities for saving and potential portfolio rebalancing. What do interest…
How can investors rebalance their portfolio and how often should they do it? The target mix of your investment portfolio should be built on your goals, time horizon and risk tolerance. But goals can change, and market fluctuations can cause your asset allocation to shift, so it’s important to monitor your portfolio regularly and adjust…
Investing in familiar names may bring a sense of comfort but by focusing too heavily on the Australian market, investors may limit their opportunity set and forgo the benefits of greater diversification. With the recent surge in global market volatility, many investors may be wondering whether investing internationally is still a good idea. When it…
For some people, risk means excitement and opportunity. For others, it invokes feelings of fear and discomfort. We all experience a degree of risk in our everyday lives – whether it’s simply walking down the street or having investments in the share market. Everyone has a risk profile that defines their willingness to accept risk….
While society continues to grapple with the factors driving gender and pay inequity, women are proactively turning to investing more than ever before. And in doing so, they are demonstrating a very competent and sensible approach to building up their wealth outside of superannuation. Each year Equal Pay Day, on a date calculated by the…
Australian shares are popular investments with self-funded retirees and anyone who depends on income from their investments, due in part to the favourable tax treatment of franked dividends. After falling off in the early days of the COVID pandemic, share prices and dividends bounced back strongly in the year to June 2021. Investors who depend…