In the Media

All That Glitters is Not a Golden Opportunity

Daily Telegraph - 15 Sep. 14

For the modern investor, buying gold certainly has its allure, particularly when other investments can seem more risky, certainly the case around the GFC. Before you get too excited, let me say that not every street is paved with gold, and as with any investment, there are times to buy and times to sell. It is extremely common for investors to fail, simply because they fail to sell. This occurs because they have never learnt how, and is why, when teaching the how, I harp on the setting of stop losses. Investors who fail to set a stop loss, or exit strategy, invariably continue to hold, and as a result, turn a capital gain into a loss...

How to Manage Risk in Finance

Rescu.com.au - 14 Sep. 14

There are times when we need to give more thought to risk than other times, however, most investors get this completely wrong in that when risk in finance is high most don’t see it and when risk is low most still see high risk. I pondered the question of risk while preparing to be lowered into a crocodile enclosure in Darwin recently, and I’d like to share with you what happened. You may say that once in the crocodile enclosure it is probably a bit late to be thinking about risk, but quite to the contrary. I did consider the risks before buying my ticket. However, when being lowered into the enclosure there is real and present...

Secure Your Super

Daily Telegraph - 11 Sep. 14

You probably take comfort knowing part of your weekly pay is locked away in superannuation for your retirement. On the flip side, we tend not to think about what can go wrong for everyone around us if we die before our time. It is natural to assume loved ones will get your super along with any death benefit owing. It is also natural to assume the money will go to them with no fuss, but that is not necessarily the case...

Signs of New Earning Potential

Herald Sun - 25 Aug. 14

While some analysts say bank stocks appear to be fully priced, fund manager Wealth Within expects their share prices will keep rising. “We still see buoyancy in this sector with money still flowing into the sharemarket and it usually goes to the biggest stocks which are often the banks,’’ Wealth Within analyst Janine Cox says. “This will also likely have a flow on to others, such as Suncorp and IAG, as prices drift higher across the financials.” Mining stocks, too, are still popular among Australian investors, but that goodwill will need to be supported with some good news, Ms Cox says. “This includes stocks like BHP and Rio...

How You Could be Part of a Class Action

Daily Telegraph - 19 Aug. 14

The failure of boards to report information to the market at the time it was known has seen a significant rise in the number of class actions launched against listed Australian companies. This lack of public disclosure has left shareholders out of pocket and wanting to take on companies in the courts. Sadly, some shareholders are not aware of the opportunity to be a part of the legal action to get their money back...