The 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 MoreTrump’s Tariffs won’t succeed at making the U.S more self-reliant (3 mins read)
Read MoreDon't be misled by historical averages; this article reveals the reality of stock market volatility and the importance of a sound asset allocation strategy (2 mins read)
Read MoreHow are stockmarket returns impacted by periods of high inflation? (2 mins read)
Read MorePeople understand stockmarkets trend upwards over time. This article looks at historical short-term outcomes, which highlights recent market performance is normal (3 mins read)
Read MoreInvestors face uncertainty in 2022, but not for the first time. How have markets performed through recent periods of uncertainty? (3 mins read)
Read MoreLast night the US stockmarket officially became a ‘bear’ market, meaning the market has fallen 20% from the recent high. We look at how markets have performed 1, 3 and 5 years after a 20% market decline. The answer is good news for investors (3 mins read).
Read MoreMarket volatility, inflation and geopolitical risk are leading many of us to feel some anxiety at present. The four most dangerous words in uncertain times are ‘this time is different’ (3 mins read)
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)
Read MoreWe look at geopolitical events of the past 60 years to determine how the Russian invasion of Ukraine may impact financial markets (1 min read)
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (4 mins read)
Read MoreThe global economy is not healthy, yet many stockmarkets appear quite buoyant. The Nasdaq 100 Index in the US is up 30% since the beginning of 2020. Is there a disconnect? (4 mins read)
Read More8 important lessons from the COVID pandemic for investors to remember for the future (5 mins read)
Read MoreThis article shares thoughts on the post Covid-19 economy from Ed Lazear, Professor of Economics at Stanford (3 mins read).
Read MoreGlobal stockmarkets rebounded strongly last week, highlighting the challenges of trying to time markets. This article looks at historic volatility and market returns over the following five years (3 mins read)
Read MoreThis update covers the Government measures announced on Sunday, 22 March and the impact (primarily) on pensioners, small businesses and mortgagees (4 mins read)
Read MoreWe look at every significant stockmarket decline since the Second World War and the timeline for recovery (2 mins read)
Read MoreOur clients get an A+ for their behaviour over the past few weeks. Here’s why. (3 mins read)
Read MoreAn update for clients regarding COVID-19 and your strategy, investments, and interactions with your adviser team at Stewart Partners (3 mins read)
Read MoreWe look at market returns for the year to 30 June 2019 and key takeaways for investors.
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