https://cwealth.wistia.com/medias/cm984hmi9v?embedType=async&videoFoam=true&videoWidth=640 As an independent financial planner, we have the chance to talk with different fund … [Read more...] about Interview with Nick Kirrage, Co-Head of the Schroder Global Recovery Fund
When I told a new client about the statistics about the performance of managed funds, she didn’t believe me. She, like so many others, have been in funds for ages (both in her super fund and also … [Read more...] about Even if managed funds underperform, they’re here to stay.
Why do a third of the people that own shares hold less than 3 securities? I wish I knew the answer. According to the ASX, only 38% of Australians own Australian shares (only 32% own … [Read more...] about Why you might have more investment risk than you need to have
One of the benefits of investing in Australian Shares are the franking credits that are attached to their dividends, which provide a tax effective income stream to Australian shareholders. Felicity … [Read more...] about Understanding Franking Credits