This 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.
Read MoreRecently, Rick spoke to Jerome Doraisamy on the Lawyers Weekly podcast about how his upbringing shaped his values and approach to financial planning. He also shared insights from his 800-kilometre journey on the Camino de Santiago, offering inspiration for a summer reset and a successful 2025.
Read MoreIntergenerational wealth is a complex challenge that extends beyond financial assets, requiring families to navigate the interplay of money, relationships, values, and personal development to create a meaningful legacy (3 mins read)
Read MoreAt the recent GAIA conference, we learned from the Canterbury Crusaders that their extraordinary team culture, built on connection, belonging, and effective leadership, offers valuable lessons for everyone (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 MoreIf you could change only one thing to help your investing, what would it be? The answer. Your own behaviour. (3 mins read)
Read MoreThe default thinking for many Australian investors – especially DIY investors – is to buy an investment property. But in the battle of property vs shares, which wins? (5 mins read)
Read MoreAre financial markets impacted by who the President is? (1 min read)
Read MoreThe best time to buy stocks is before they reach the top 10, because once companies reach the summit, it’s much harder to maintain that outperformance (2 mins read).
Read MoreInvesting should be based on the informed management of risk, because you need ALOT of data to feel comfortable a fund manager is skillful rather than lucky (3 mins read)
Read MoreOur team member, Rick Walker, just spent 5 weeks in April walking over 1,000km along the Camino de Santiago.
Since our client community has a lot of avid travellers, he has written an article to answer the three most common questions (3 mins read)
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)
Read More“Wall Street’s Wisest Man” shares six investment lessons he has learned over his career, with a common theme - learning to minimise mistakes (3 mins read)
Read MoreMoney is an enabler to a wonderful life, not an end in itself. This article describes what financial wellness means (4 mins read)
Read MoreWhy investors should show caution simply buying large blue chip stocks (2 mins read)
Read MoreEvidence is starting to emerge on how sustainable portfolios perform relative to conventional investing (2 mins read)
Read MoreThe US market reached an all-time higher last week. Many investors may think a market high is a signal stocks are overvalued. The evidence suggests otherwise (1 min read).
Read More