The following is a sample of where Wealth Within has been profiled in the media.
12 Dec 11
According to Wealth Within fund manager and analyst Dale Gillham, if the children are under 18, then you will need to set up a brokerage account for them with either yourself or their legal guardian as trustee. The same goes for a bank account into which the dividend payments from the shares can be paid. Once they turn 18, these shares can then be transferred to their own account and name without the need to have someone as their trustee. Alternatively, you can buy and hold the shares in trust for the child...
19 Nov 11
When it comes to the right strategy to use for buying into company floats, investors continue to remain none the wiser when considering opportunities. Glossy offer documents, high-profile marketing campaigns, enthusiastic brokers, and the ability to buy without brokerage can be strong motivators for investors to pull out their cheque books. But would it surprise you to know that in around 50 per cent of floats, the share price will fall way below the offer price in the first 12 months...
16 Nov 11
The sharemarket has been on a long frustrating journey over the past few years, during which investors' emotions have run hot and they have wondered many times if the market has bottomed. On a car journey we have a map, road signs and predictable situations such as stopping for rest breaks. With the sharemarket these maps, signs and predictable events become evident in the study of market cycles and they can tell us if we are actually there yet or if there is further to go...
12 Nov 11
The Australian stock market is starting to feel the pain of the latest world angst about the global financial crisis. Yesterday's dive on the ASX was hardly a surprise. The US is in deep strife; the sovereign debt problems of Greece and Portugal seem to be worsening; Ireland is looking at bankruptcy unless someone bails it out; and the great Asian hope, China, is looking to curb its spending to ease the heat in its economy. Is this the second round of the GFC we've been warned about for so long breathing down our necks...
07 Nov 11
Every day in the morning news we are told about what is happening in the US markets, as if the US market is the barometer of what we can expect on our market. While I accept that the US market can influence world markets, its statistical correlation to our market is approximately 60 per cent, and I would argue Australia has a similar correlation to other world markets. That said, we are becoming more aligned to Asia, a region critical to the future of our economy. What is important to understand is that Asian share markets do not necessarily run in harmony with western markets, but rather have their own unique timing...