The Moneyplanners Blog
Personal Finance Journal
Investment Update – October 2019
Politics Intrudes on Markets The risk of President Trump’s impeachment increased in September with Democrats instigating the first stages of the process. The seriousness for US markets will take time to play-out but political focus is likely to drift from the economy...
Investment Update – August 2019
Addicted to monetary policy Markets have been fuelled by a decade of bailouts and dovish monetary policy. It’s hard to ignore the importance of this fact and how it has characterised the current economic expansion. Just recently the Federal Reserve has cut its main...
Market Update – May 2019
Last month we wrote about the significance of the dovish positioning from the central banks around the world led by the Fed backing off interest rate increases earlier in the year. This response from central banks worked to support markets and was essential to offset...
The role of your adviser
Sell, sell, sell!!! Over the last few weeks, stock markets around the world have taken a bit of a battering leading some to suggest(1) that we are now seeing the beginnings of a recession. If that’s the case it could well mean that there is still some way to go before...
Good Money Reads for the Holidays
With Christmas in a couple of weeks and the prospect of a well earned break, many of us use the opportunity to catch up on some reading. If you're interested in personal finance or investing, you may like to check out some of our favourite money reads this year:...
Investment Property or Managed Fund: a retiree’s conundrum
What do you do with your property when you move into a retirement village? Should you sell and invest in a diversified portfolio? Our analysis for the last 25 years suggests the answer is not clear cut.
Subscribe to blog updates
We send out quarterly updates to subscribers and occasional announcements about new services we make available to our clients. Your privacy is important (to us as well as you). We will not share your details with anyone else without your express permission to do so (or as required by law)