In the recent financial review, Australian superannuation funds have shone brightly, achieving a median return of 11.5% in balanced options for 2024. This marks the third-best performance over the past…
Betterment has recently announced its acquisition of Marcus Invest from Goldman Sachs, marking a strategic move to broaden its market reach and strengthen its investment offerings. This acquisition highlights the…
Annuity Sales Soar to Decade Highs The Association of British Insurers has reported that UK consumers have invested a staggering £3.6 billion into annuities during the first half of 2024,…
The investment world is undergoing a significant transformation driven by the preferences and behaviors of Gen Z investors. Unlike previous generations who primarily relied on traditional portfolios combining stocks and…
Dividend investing is a strategy that focuses on purchasing stocks of companies that pay dividends, which are portions of a company’s earnings distributed to shareholders. This approach can be particularly…
The Changing Face of Retirement Retirement life is evolving, with many retirees embracing new lifestyles and opportunities. The economic conditions of late 2023 and early 2024 have prompted shifts in…
Reflecting and Projecting As we approach the end of 2023, it’s crucial for investors and retirees alike to take stock of their financial health and prepare for the coming year.…
The Dance of Volatility December 2023 has been a rollercoaster for the financial markets, marked by a mix of optimism and caution among investors. The month was characterized by significant…
Are you looking to re-enter the stock market during the “Santa Rally”? It can be a challenging task, but there are several technical indicators and market correlations against bonds and…
As much as entering the market rally is critical for success, exiting at the right time can make a significant difference in return performance based on historical returns. Many investors…
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