22 November 2024

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Vale Graham Hand The nuts and bolts of family trusts Welcome to Firstlinks Edition 583 with weekend update Warren Buffett is preparing for a bear market. Should you?Preserving wealth through generations is hard

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Edition: 339

1-8 out of 8 results.

Why good investing is like a healthy diet

Graham Hand
8 January 2020
4

It's the underlying nutrients in the foods we eat which determine if we have a healthy diet. Similarly, the underlying factors that affect our assets determine if we have a healthy portfolio.

How do your financial priorities stack up with our pyramid?

Christine Benz
8 January 2020
3

Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last.

Authorities reveal disquiet over LIC fees

Graham Hand
8 January 2020
10

Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.

1 January is a moment of truth for the wealth industry

Paul Heath
8 January 2020
3

How can an adviser who is receiving a significant fee for selling a product be in a position to offer good, impartial advice to their client? They can’t, and the industry will slowly accept this.

A crisis of underinsurance threatens to scar rural Australia

The Conversation
8 January 2020
11

Australia relies heavily on insurance for recovery from disasters, but underinsurance due to underestimating expenses is common. Read this and check your policy as costs blow out in a crisis.

Headwinds and tailwinds, a decade in review

Hugh Dive
8 January 2020
1

Looking back over the last decade shows the factors which have driven success for some companies and failure for others, driven by falling interest rates, a lower Aussie dollar and technology changes.

Interview Series eBook, investing insights from global experts

Firstlinks
8 January 2020
1

30 interviews from 2013 to 2019, from global experts such as Markowitz, Malkiel, Dimson and Merton, to local fund managers sharing the secrets and lessons for investment success in 2020.

Welcome to Firstlinks Edition 339

8 January 2020
3

In this new decade, Australia is expected to add another four million to its population, as it did in the previous decade. We have the fastest-growing population in the developed world (1.5% in the year to June 2019), which is one reason for nearly 30 years of economic growth. More people means more stuff. It's driven by net overseas migration of about 250,000 a year, and when most live in Sydney and Melbourne, the prosperity comes at a cost in transport, crowding and property prices.

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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.

Chris Cuffe, James Gruber, Mark LaMonica CFA
19 November 2024

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.

Greg Russo
16 October 2024

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.

James Gruber
6 November 2024

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.

James Gruber
16 October 2024

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.

John Abernethy
23 October 2024

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