Investing 101

Parents are increasingly digging deep to get their children and grandchildren into the property market. So, it’s imperative that any financial support is documented, and all parties fully understand what’s involved.

Dealing with your spouse’s death is a daunting experience. What can ease the burden is being well prepared for all the legal, financial and administrative issues that accompany this tragic event.

By stress testing portfolios in rising markets, Atchison Consultants principal Kev Toohey argued, investors can better understand how they would perform in a market downturn. For retirees, in particular, this could provide a valuable lesson.

Cashed-up retirees in the market for yield are finding that it’s increasingly being delivered by assets that aren’t on the stock market but still have a palatable risk profile.

Retirement coach Jon Glass will explain to a one-day event focusing on the ‘golden years’ why it’s important everyone finds a new meaning in life after leaving the workforce.

Two decades of investors being able to offset bonds against equities are over. Now investors must go back to the drawing boards to construct their portfolios to meet the challenges of inflation.

Cashed-up baby boomers are in the market for yield and are finding that it’s increasingly being delivered by non-listed assets with a risk profile they can tolerate.

Combining social good while building your wealth and boosting your income in retirement via the Future Generation. That’s a story worth shouting from the rooftops.

Many born before 1946 or the Baby Boomers have been well served by shares paying fully franked dividends. But as longevity kicks in, they could need to factor in a greater emphasis on growth stocks.

It was former US President Herbert Hoover who said we have gold because we cannot trust governments. Globally, that sentiment is ringing true for many investors.

Many retirees choose to financially assist in their grandchildren’s education, primary, secondary and tertiary, leaving a powerful legacy that will benefit future generations.

At the close of another tumultuous year for markets, our most-read stories show readers were interested in the effects of higher interest rates, as capital protection and income security gained importance amid cost-of-living concerns.