Client Portal

Grow Your Wealth – Newsletter February 2020

February was a big month for the market. With pressure building as the market continued to climb, we were expecting a pull back in the market. With company valuations already fully stretched we had been recommending to clients for the past quarter to look at taking profits on those companies trading above their fair value.

Click for full article

Newsletter

March 5, 2020

Don’t miss these stories:

Holding Cash

Holding Cash

Jul 19, 2024 | ,

Over the long-term holding cash will have a negative effect on your investments. We all know and understand the effects inflation has on cash. However, there are times when being overweight cash makes sense.  Over the past twelve months the ASX 200 has returned...

Control your investment

Control your investment

Jun 27, 2024 | ,

Back in 2022 a financial advice company Dixon Advisory collapsed. I expect most of our clients would have been unaware of the collapse.  I raise the issue now as we are once going into a more volatile time in the market.  I have below included an article in regards...

Market Update   

Market Update   

Jun 12, 2024 | ,

Over the last 12 months the NASDAQ 100 is up 28%, the S&P 500 is up 23% compared to the ASX 200 up 8%. So why has the market not pulled back? The economy has three main pillars: the consumer, corporates, and the government.   First, most consumers in the...