Blog

2018 June Quarter Review

July 23, 2018

Economic Overview Global economic data proved resilient during Q2 though it was offset by renewed geopolitical tensions. Equity markets were volatile, but mostly positive, while the potential for a trade war between the US and China turned into a reality, while the Trump administration withdrawing from the Iran nuclear accord contributed to higher energy prices. […]

Apples With Apples

July 13, 2018

The ‘active versus passive’ debate in funds management is a guaranteed space filler in the financial media, but it would help the general public if those making the comparisons got their facts straight. A recent article in Professional Planner by John Peterson of the Peterson Research Institute cited the outperformance of Australian Super’s actively managed […]

“Why do you include so many bad news stories?” It’s a question we’ve been asked, not regularly, but maybe it needs addressing. First off here’s a good news story. This is the growth of $10,000 over the past 25 years in five different asset classes. If you’ve been invested inside and outside of superannuation, you’ve […]

FYG Planners are pleased to announce Baldwin Financial Services of Adelaide have joined FYG’s privately owned financial services licensee. Baldwin Financial Services is a privately owned financial planning practice operated by Mark Baldwin that prides itself on providing quality financial planning advice that focuses on their clients’ best interests. Originally qualified in corporate finance as a UK Chartered Management Accountant, […]

Healthy Returns

June 30, 2018

Losing money is no joke. Witness all those forlorn investors who regularly appear on A Current Affair, 7:30 and 4 Corners, recounting how they were trying to secure their future before some financial disaster befell them. Whatever the cause (and we’ve discussed plenty of them) inevitably the discussion will turn away from their financial pitfall […]