Wealth Accumulation

13/04/12: Some encouraging modern history...

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March quarter foreshadows strong returns ahead...

In this brief article, filled with positive messages, Elm Capital's John Robertson takes a look at the strong start to 2012 and what we might expect for the remainder of 2012, based on modern history.  Let's hope he's right. Enjoy!  Rick Maggi  Read here

14/03/12: Dow Rises to Highest Level Since 2007

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Good news...

US stocks advanced strongly again, sending the Dow Jones up over 200 points, to the highest level since 2007, well past 13,000. Read more here

08/03/12: Investing with an eye on the big market cycles

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Where are we in the economic cycle?

AMP Capital's Dr Shane Oliver explains where we are in the investment cycle and implications for investors. This is an informative and easy to understand video (approx 9 min) and it reinforces the importance of getting the right mix of assets or 'asset allocation' in your investment or superannuation strategy. Enjoy!  Rick Maggi   Watch video here

24/02/12: Low return world ten years on...

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...and what does it mean for investing?

This article, yet another from Dr Shane Oliver, will be interest to all investors, superannuation, pension and wealth accumulators alike.  Rick Maggi  Read Oliver's Insights

13/02/12: Warren Buffett: Why stocks beat gold and bonds

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Warren Buffet

At a time when many investors have become jaded and cynical about shares, often tempted to run to the relative 'safety' of cash or bonds, Warren Buffett's shareholder letter explains why it may pay too be a little more patient. Enjoy. Rick Maggi  Read article here

20/12/11: The year ahead...

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A year of disasters

(Video) AMP Capital's Dr Shane Oliver series of videos takes a look at 2011 and looks forward into 2012. Worth viewing.  Rick Maggi.  Watch video

16/12/11: Behold the beauty of bonds

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An outstanding year for Bonds...

Vanguard's Robin Bowerman focuses on the outstanding performance of bonds during 2011, but also highlights the age old importance of diversification.   Rick Maggi  Read here

13/12/11: Should we be concerned about 2012?

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Oliver's Insights

AMP Capital's Dr Shane Oliver looks back on 2011 and, perhaps more importantly, takes a balanced and rational look forward into 2012. Next year could be better than many expect.  Rick Maggi.  Read Shane Oliver's report

07/12/11: Case Study: Superannuation. Taking Control.

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It's easy to make a difference...

Over the last few years we've been helping clients take control of their super and pensions, reduce their fees and better protect their hard earned money better. Making a difference is easy, with the right advice.   Rick Maggi  Read Case Study (brief)

02/12/11: December 2011 Snapshot

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Hedging against uncertainty

This month's snapshot focuses on the impact of hedging the international component of your investment or superannuation portfolio. This is an area we've been urging our clients to consider for quite some time as the performance difference between a currency hedged international fund versus unhedged (the vast majority of Australians have unhedged funds) can be miles apart in the shorter term. Rick Maggi  December 2011 Snapshot

30/11/11: Mini-Budget 2011

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Superannuation and tax announcements

Read below for a summary of the Federal Government's mini-budget announcements.   Rick Maggi  Mini Budget 2011-12

04/11/11: Shares and the long term - how long is long?

A timely reminder

As Greece assesses it's options, bringing global markets on an emotional roller coaster along the way, AMP Capital's Dr Shane Oliver takes a sober look at the long-term performance of shares versus cash and bonds - easy reading.  Read here

01/11/11: MARKET Snapshot

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Investing today: Getting the right mix

This month's Snapshot focuses on selecting the right asset allocation when investing, pre and post retirement. Read November Snapshot

04/10/11: October 2011 Snapshot

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BRIC and Australia's fortunes

This snapshot steps back from the current upheaval to take a broader view of what is taking place, what it means, and why it is significant for Australian investors. Read October 2011 Snapshot

29/09/11: What the world needs now...

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Have global policy makers run out of bullets?

The chronic failure of Europe to bring its debt problems under control, an ongoing flow of poor global economic data combined with alarmist comments from global officials has seen global share markets retest lows. AMP Capital's Dr Shane Oliver shares his views. Read Oliver's Insights

06/09/11: The courage to stand still

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Thinking about moving to cash?

Inertia can be an investor's enemy but at times like these it can be an ally - Vanguard's Robin Bowerman explains why. Robin Bowerman