It took the worst bond market in history to make investing in a 60/40 more painful during a market crash than holding all ...

The Victorian Civil and Administrative Tribunal has ruled that the exit fee clause in Lifestyle Communities’ ( ASX: LIC) ...

Tax is a large detractor of total returns. Invest in a tax efficient way. Many investors place a large focus on the return that they’re going to earn for an investor. Unfortunately, there are also ...

Welcome to Bookworm, my regular column that shares insights from books and other writing that I think can help investors achieve their goals. Each edition falls under one of three principles: owning ...

Many higher income earners look at opening a trust to distribute income and lower their tax burden. Here’s what you need to ...

The tariff story isn’t over yet, with U.S. President announcing a new raft, but the global equity market reaction has been ...

AI stocks have been more volatile than the overall technology sector, and “the uncertainty is legitimately higher,” Compton ...

An ANU study has found that families with at least one super balance over $3 million have average wealth exceeding $19 ...

We’ve seen consumer sentiment recover from the extreme lows of the last few years; conditions are ripe for a retail rebound.

The merger injects new life into Platinum ( ASX: PTM ), helping to arrest the organic decline of its business by merging with ...

Stock Market Outlook Key Takeaways. Following the rally, US stocks are once again trading at a slight premium to our fair ...

For more please read Shani’s excellent article that goes through all the assumptions behind the 4% rule in greater detail.