June 17, 2022

How to Handle a Market Downturn

It’s been a strange few years for investors. The last 3 years has been challenging to say the least. The US has now entered a bear market. The ASX has fared better and is not there yet.
March 3, 2022

Record Property Prices – Where to Now?

Record real estate price rises in Manly, Seaforth, Mosman and the broader Northern Beaches in recent years leave investors with substantial increases in equity in their properties.
January 20, 2022

Learning the (investment) lessons from history

“History, is just one damned thing after another” said one sceptic. For investors, it’s something else altogether. Studying history is a great way to learn to […]
March 5, 2021

8 lessons from 12 remarkable months

This time last year Mrs S and I were heading off to Alentejo for a week of good food, wine and late winter sunshine. Thank goodness […]
May 29, 2020

The Fog Begins to Lift

Brief overview The world has had time to see the effects of COVID 19 since it was first identified on 1 January 2020. We are now […]
March 20, 2020

Client Communication – 28 February 2020

You have no doubt heard recent reports about the impact that the Coronavirus is having on world stock markets. We are mindful of the impact this […]
March 20, 2020

COVID-19 Update

The outbreak of COVID-19 is the most significant challenge facing the world in recent times. Since it first appeared in China’s Hubei Province last year, the […]
February 6, 2018

Share Market Ructions

Sharemarket indices across the globe, led by the US, are correcting. This is a normal and expected cyclic adjustment. Following a record period of low bond […]
June 21, 2017

Bank Stocks & Portfolio volatility

Lower portfolio volatility? It’s in the bank. Most retirees want a steady income and some ability to withstand market volatility. But what should they do when […]
June 21, 2017

Market Update

Global shares An improving outlook for global growth and corporate earnings, along with improving business and corporate sentiment has pushed shares higher in 2017. Emerging markets […]