Kiplinger

2 min read

It's difficult to cast these past three months in a positive light given the fallout of the COVID-19 pandemic, but, for the stock market, Q2 was in fact a quarter to remember. A day of gains for tech- and tech-adjacent sectors led the major blue-chip

Money Magazine

1 min read

A tough year for most funds underscores the importance of looking at the long term Along-term focus and access to a variety of investment strategies through its multi-manager approach have proved a winning combination for IOOF. IOOF chief investmen

Kiplinger

1 min read

The major indices jumped out of the gate Monday and finished at fresh all-time highs as 2020 continues to pull every last trick from its hat before it fades into history. This time, it was a game of "now you see it, now you don't" with federal stimul

Kiplinger

2 min read

Carrie Schwab-Pomerantz, the daughter of Charles Schwab, is board chair and president of the Charles Schwab Foundation, whose mission is to help people become financially fit through education; senior vice president of Charles Schwab & Co.; and board

Kiplinger

2 min read

A day after being shaken by an attack on the U.S. Capitol, American stock markets found their composure, and fresh highs, amid a little normalcy in Washington and some encouraging economic data. Very early Thursday, Congress confirmed Democrat Joe Bi

Hi-Fi Choice

2 min read

Some of you will have no doubt noticed reports of how some of the biggest names in popular music are selling the rights to their song catalogues and finding eager buyers among hedge fund managers, corporate investment companies and sharp-suited commo

Philippine Tatler

1 min read

A trust manager’s job is to give investors a good night’s sleep, maintains ATRAM Trust Corporation’s Chief Investment Officer Phillip Frederick S Hagedorn. Otherwise, there’s really no point hiring one. Individual investors are often shaken by blow-b

Working Mother

2 min read

Research online can help you make better financial decisions. Pexels The internet makes it easier than ever to find financial advice aplenty. These nuggets of wisdom come from a diverse range of sources: from career financial advisors to lifestyle bl

Kiplinger

2 min read

The stock market goes through recurring cycles that look to us like the four seasons. Fear is rarely apparent in spring or summer and barely palpable even in the fall. However, the “winter” portion of a stock market cycle is typically the harbinger o

Money Magazine

3 min read

This should be an easy question to answer for a financial adviser. I spend my days advising people where to invest their money. When a client calls to say they got an extra $10,000 as a bonus this year, I can easily advise them what to do with it. It

Kiplinger

1 min read

Many businesses have taken at least a short-term hit from the COVID-19 economic shutdown, but a few fortuitously positioned companies have actually thrived. And arguably the biggest winners have been so-called work-from-home, or WFH, stocks. Many tec

Working Mother

2 min read

Mapping out your investment strategy should be done with thorough research. Pexels The stock market has, in recent weeks, made headlines — and not in the best way. The Dow Jones industrial average dropped 1,175 points in one day, prompting The Washin

Money Magazine

2 min read

As I write this, Victoria is experiencing lockdown once again. It’s a sobering reminder of how Covid-19 continues to control so much of our lives – and the Australian economy is bracing for the repercussions. This takes me back to when the whole coun

MoneyWeek

1 min read

■ The shift from high-growth to value stocks shows “no signs of abating”, says Jonathan Jones in The Telegraph. Growth funds have come under pressure as US technology stocks have fallen out of fashion. Look to London to play the rotation. Businesses

Kiplinger

3 min read

The typical stock investor tends to pay far more attention to how much money can be made in the market than how much potentially could be lost. That makes sense. If you weren't optimistic about growing those investments, why would you take the risk?

Money Magazine

2 min read

Why would you invest in a company you don’t believe in? As a financial adviser, I aim to not only improve my clients’ financial positions but to also get capital working for better environmental or social outcomes. We do this by having a conversation

MoneyWeek

1 min read

Not only is the weather much warmer than it was a few weeks ago and the evenings noticeably longer, but we are also only a few days away from the start of March, which is generally acknowledged as the beginning of meteorological spring in the Norther

Classic Motorcycle Mechanics

2 min read

The market for classic Japanese and Italian motorcycles is now dividing in two. The machines that are perfect in every detail are rapidly increasing in value. However, those that are ‘bitsas’ and not investment grade are losing some value and will st

Kiplinger

1 min read

Famed Hollywood director Howard Hawks is said to have defined a good film as one with three good scenes and no bad ones. The management team behind American Century Equity Income (symbol, TWEIX) takes a similar approach when it comes to undervalued l

Money Magazine

1 min read

Performance after investment fees. Investment returns after investment fees annualised to describe each fund’s returns per annum. But if your managed fund achieves a high return and charges you an extra “performance fee”, Rainmaker has not taken this

Money Magazine

1 min read

A joint survey in May by the Property Investment Professionals of Australia and the Property Investors Council of Australia, which attracted 1877 responses from across the country, found the coronavirus had not changed the intentions of 80% of invest

Kiplinger

2 min read

The markets put up mixed results Tuesday as investors continued to digest the imminent passage of a last-minute COVID rescue bill, which both houses of Congress have now green-lit, and weighed long-term vaccine hopes against the world's current coron

Kiplinger

4 min read

Do you remember the course you took back in high school, or maybe your freshman year of college, that taught you about how to manage your personal finances and invest your money? If you're thinking something along the lines of, No, I never took a cl

You South Africa

1 min read

Because investors are dependent on new investors for a return, the scheme collapses as soon as there are no more new investors and the existing investors start to withdraw their money. Here’s an example of how it works: you pay R100 to join the schem

Money Magazine

1 min read

David Teoh’s shock resignation as chairmanof TPG, the company he founded in 1986, has spooked the market. And us. Teoh has gained legendary status in the local telecoms industry. His announcement sounded amicable enough and there is no hint of troubl

MoneyWeek

2 min read

If history bothers to remember big-name fund managers, two will stand out from the latest generation. The first is Neil Woodford, who will mostly be remembered for losing an awful lot of people an awful lot of money. Anyone who invested in his Woodfo

Money Magazine

4 min read

When it comes to investing, many people view the sharemarket as a puzzle. Something that has a factual answer. If the question is “what is the best stock to buy today?”, “puzzle people” believe the answer can be pinpointed by collecting more informa

Kiplinger

3 min read

No one knows how much life is left in our growth economy and the bull market. So, a common question is being asked by people nearing retirement is, how can I retire not knowing what's around the corner? Just like approaching a blind curve on a wind

Independent on Saturday

1 min read

THE Financial Sector Conduct Authority (FSCA) warns against dealing with Hlengiwe Ngcobo and Christian Barnley Hamilton, who are unlawfully operating an investment company, Cyber FX Investments, via Face-book. The FSCA says it has been informed that

Money Magazine

1 min read

Over time we inevitably gather the proverbial cobwebs in our lives. A garage full of electrical items you no longer use. A closet full of clothes you no longer wear. A hobby you no longer pursue. In this issue, we ask you to dust off those cobwebs, s