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Edition: 328

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Five important lessons on investing for income

The search for income and cash flow by people relying on their investments has never been more difficult, so it's worth understanding both the opportunities and the overall context. 

How much will you risk to feel comfortable?

The market is asking how much are you willing to pay to feel safe, and the answer is: a lot. Perhaps a better question to ask is: how much are you risking in your quest to feel comfortable?

The biggest change in markets in a generation

Global indexes are undergoing a fundamental shift, forcing investors to revise their allocations. There has never been a change of this size, coinciding with China's rise as an economic power. 

Bankruptcy: can creditors take your super?

Understanding how super is treated in the unfortunate event of bankruptcy can help make the best of a bad situation. It's not a simple matter of anything in super is unavailable to creditors.

The Cuffelinks to Firstlinks to Morningstar journey

The journey began as a chat over lunch, and with the acquisition of Cuffelinks (Firstlinks) by Morningstar, the pieces are in place to take the publication to the next level.

The Morningstar team welcomes Firstlinks

The quality of the content and editorial attracted us to Cuffelinks and now Firstlinks. Personally, I am an avid reader of the weekly newsletter, as an industry professional and as an investor.

Onward and upward

My thanks to our community of readers, writers and sponsors, as we join a global business committed to education for investors and advisers. Morningstar will grow our reach and services and Firstlinks will remain free. 

Welcome to Firstlinks Edition 328

  • 16 October 2019

Chief executives of banks usually give their pricing committees free rein to adjust fees, deposit and loan rates, as there are hundreds of prices regularly changing. But there is one rate which must always be cleared by the boss: the variable home loan rate. This demand goes back at least 30 years, because the managing directors know the Federal Treasurer of the day will hit the phone and the airwaves to complain if banks do not pass on a full cash rate cut.

Most viewed in recent weeks

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

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