How to avoid paying the “familiarity premium” in your portfolio (2 mins read)
Read MoreA lesson in how small, boring financial choices quietly compound over time (2 mins read).
Read MoreA tribute to a legendary WSJ journalist’s clear eyed wisdom for investors (3 mins read)
Read MoreA great business doesn’t always translate into being a great investment from a very high starting price (2 mins read).
Read MoreThis article explores “hyperopia”: over-focusing on the future and missing meaningful experiences today (2 mins read).
Read MoreNavigating inherent market volatility requires patience, strategy, and the ability to separate emotion from long-term investment decisions (2 mins read).
Read MoreWhat if the traditional approach to building wealth is actually stealing the very life you're trying to secure? (2 mins read)
Read MoreDalbar’s research shows the negative impact investor behaviour can have on long-term success (2 min read).
Read MoreThe tax on super accounts over $3m in the draft Division 296 legislation may not be as bad as you think once you understand how it is calculated (2 mins read)
Read MoreActive managers talk a big game — the scoreboard disagrees (2 mins read).
Read MoreExplore the data behind stock market returns and why holding a diversified portfolio is crucial for long-term success. (2 mins read)
Read MoreJoseph Portelli shares why a personal experience of how being a financial adviser can help people through life's most challenging transitions. (2 mins read)
Read MoreThis article considers the impact of dying without a Will in place or losing mental capacity without a Power of Attorney (2 mins read).
Read MoreTrump’s Tariffs won’t succeed at making the U.S more self-reliant (3 mins read)
Read MoreShort-term market predictions are rarely accurate, as shown by historical trends and analyst forecasts (3 mins read).
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)
Read MoreLorica Partners advocates for low-cost and diversification in portfolios, but recognise index funds are not a perfect science (4 mins read)
Read MoreIntentional giving offers more than just charitable donations; it can provide a pathway to building lasting family legacy and enhancing financial wisdom across generations (3 mins read)
Read MoreFinancial markets demonstrated impressive resilience in 2024, continuing the bull market that began in late 2022. This performance came despite headwinds such as global geopolitical tensions, interest rate fluctuations, uncertainty surrounding the U.S. elections, and the rollercoaster performance of the "Magnificent 7" technology stocks.
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