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Should you re-fix your mortgage now?
Interest rates have never been lower, and according to experts, they may even drop further. So is now a good time to refix my mortgage? There’s no denying that low rates are great for convenience. But before taking any steps, it’s important to understand the bigger picture. What’s your financial situation? And what are your short and[...]Read More
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
The wine lovers guide to investing
The Wine Lover’s Guide to Investing -by Jim Parker Savouring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from the grape to glass. Similar levels of care are critical to good investment outcomes. A host of variables can determine whether a[...]Read More
Simplicity and Sophistication
The Chinese philosopher Confucius once said that life is very simple, but we insist on making it complicated. Complexity in investment often does with a lack of transparency. The highly engineered and multi-layered financial derivatives that contributed to the global financial crisis are a case in point. For many investors, these products were problematic because[...]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