CATEGORIES:

  •  

    The seven hats of financial advisers

    When you think of a Financial Advisor, you might see us playing one role. Jim Parker, Vice President of DFA Australia, believes good Financial Advisors actually play seven roles. And he describes these, and their benefits to you. Many people still think an advisor’s only role is to deliver market-beating returns year after year. However,[...]

    Read More

  •  

    Bards of the Bar

    As a conversation topic, investment is like sports. Everyone has an opinion. And the strongest views often come from those who spend more time in front of the TV than out in the field. Practitioners, meanwhile, are wary or anything labelled as a sure thing. Indeed, it’s one of life’s ironies that the people who[...]

    Read More

  •  

    TUNING OUT THE NOISE

    For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the ”lost decade”[1] can help illustrate several periods that may have led[...]

    Read More

Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Follow Momentum on Facebook

DISCLOSURE & PRIVACY POLICIES

Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Follow Momentum on Facebook