by Ben Maw | Aug 12, 2022 | General, Investment, Market Update
Investment returns for the 21/22 financial year The 21/22 financial year was an incredibly difficult period for investors, share markets retreated from their end of 2021 highs, with Australian shares posting a -7.40% return, US shares posting a -2.40% return and...
by Ben Maw | Jun 16, 2022 | General, Market Update, Planning
Well, what a difference six months make. I wrote a post earlier in the year to outline the strong share market and property returns everyone enjoyed in 2021. Interest rates were low, there was no war, property and shares were performing well, and inflation wasn’t...
by Ben Maw | Mar 16, 2022 | General, Investment, Market Update
I hope you are enjoying some sunshine after the last few weeks of wet weather, which was officially Sydney’s wettest start to the year on record. Though we may all be enjoying some blue skies and fine weather, it would seem there are some storm clouds building in the...
by Ben Maw | Aug 27, 2021 | General, Investment, Market Update
After the great returns of last financial year, the 2021/22 year has begun strongly. However, as reports of potential headwinds for the market are appearing in the news, I wanted to touch base with a reminder of the power of taking the long view.Short-term market...
by Ben Maw | Jul 23, 2021 | General, Insurance, Market Update, Superannuation
Welcome to July 2020, I mean, 2021! With a sense of déjà vu, and like most in the Greater Sydney area, I am currently locked down and working remotely. If you are currently living under lockdown conditions, I hope you are handling it all okay. If the current...
by Ben Maw | Apr 8, 2021 | General, Investment, Market Update
A Bond is simply defined as a loan made by an investor to a borrower, where a person who invests in a bond is a debt holder and the issuer of the bond makes a promise to the investor to pay a pre-determined interest rate (bond yield), for a set period (term of...
