22 February 2025

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Retirement is a risky business for most people The perfect portfolio for the next decade UniSuper’s boss flags a potential correction ahead The challenges with building a dividend portfolio How much do you need to retire?

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Edition: 447

1-8 out of 8 results.

Welcome to Firstlinks Edition 447 with weekend update

24 February 2022
15

Last year, two of my close friends died, both in their late 60s. Putting aside the personal tragedy, their estates were left to their wives who had not been heavily involved in managing their investments. Both are strong women capable of handling the stress. One wife turned to the financial adviser her husband had worked with, but the other was forced to quickly pull together the financial pieces. We all need to be prepared.

Follow the market trajectory and stop the usual mistakes

Peter Thornhill
23 February 2022
54

It gives me pain to hear the finance industry telling people to invest in ‘balanced’ portfolios to reduce risk. At no stage do they ever tell people the opportunity cost so they repeat the same stupid mistakes.

Who is Stephen Jones, aspiring Minister for Financial Services?

Graham Hand
23 February 2022
13

Stephen Jones is the Shadow Minister for Financial Services and Superannuation, and if Labor is elected, he is likely to become the Minister. What do we know about him? This is an edited transcript of his views.

The future of media: It's game on, now!

Martin Romo, Jody Jonsson
23 February 2022
1

Anyone investing in media must understand the momentous change and disruption underway. During a span of just 21 days, US$85 billion of M&A centred on video games, which is now bigger than the movie industry.

Why are some companies vulnerable in 2022?

Shane Woldendorp
23 February 2022
1

Most analysts are blaming inflation, rising rates and the threat of war for the current market weakness, but many companies were vulnerable well before these concerns as a result of stretched valuations.

Is DDO change to hybrids a drawback for investors?

Norman Derham
23 February 2022
3

Major changes are underway in the methods used to distribute bank hybrids. Investor cannot rely on the previous ways of buying hybrids at IPO and now must be 'sophisticated', react quickly and know a broker.

Is your portfolio in need of rebalancing?

Inna Zorina
23 February 2022
2

Taking a 'total return' approach rather than focussing only on income allows investors to build portfolios in line with their goals and risk tolerance using rebalancing back to their target asset allocation.

A colossal waste of time, but it's fun

Michael Batnick
23 February 2022
8

From a financial view, most earnings calls and stock picks are a waste of time. For most people, their investing would be better served in an index fund. So why bother with it? The best reason is because you enjoy it.

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Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

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Welcome to Firstlinks Edition 594 with weekend update

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16 January 2025

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