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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)
Active managers talk a big game — the scoreboard disagrees (2 mins read).
Explore the data behind stock market returns and why holding a diversified portfolio is crucial for long-term success. (2 mins read)
Joseph Portelli shares why a personal experience of how being a financial adviser can help people through life's most challenging transitions. (2 mins read)
Global epidemics, political crises, financial scandals, natural disasters - bad news is something you don’t have to go searching too far to find these days. But is there a psychological element in our attraction to negative headlines? (3 mins read)
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Research has shown that the more investors monitor their portfolio, the riskier they perceive investing to be, and the more likely they are to make decisions which cost them money.
Read More2019 was, perhaps unexpectedly, a strong year for financial markets. We review the results and recap the major events of 2019. (4 min read)
Read MoreIt’s been a tough time for many Australians, and like the rest of the country, Stewart Partners wants to do our bit to help.
Read MoreWe’ve all heard that money doesn’t buy happiness. But some recent research has helped to explain why this is the case. (5 mins read)
Read MoreComprehensive legacy planning is built around your values and life goals. Our team has helped many clients construct and document a detailed legacy plan. This article describes a few key matters all families need to consider. (3 mins read)
Read MoreOnly a handful of stocks account for the returns of equity markets. We explain why picking stocks is futile and a well-diversified portfolio will almost certainly deliver you better returns over time (3 mins read)
Read MoreCredit Suisse has published an article (which we have reproduced in full) explaining why it’s appropriate to continue holding bonds in a low or negative yield environment (4 mins read).
Read MoreWe look at research data which quantifies the value of working with an adviser who doesn’t attempt to predict which fund managers and stocks will outperform (5 mins read)
Read MoreThe team at Stewart Partners is proud to report that, last week, our Senior Adviser, Brendon Vade, won the 2019 IFA (Independent Financial Advisers) Award for Holistic Adviser of the Year.
Read MoreMost investors are so consistently wrong that merely avoiding major mistakes is enough to earn you investment returns much higher than the average investor receives (2 mins read).
Read MoreOne question we’ve never excelled at answering is “what do you do?”, because if you asked this question to each of our clients, there’d be an array of responses. To help you understand what we can do for clients – beyond investment advice – we’ve detailed several real matters we’ve helped clients with over the past year. (6 mins read)
Read MoreWe look at market returns for the year to 30 June 2019 and key takeaways for investors.
Read MoreA couple who are clients of Stewart Partners and dedicated philanthropists recently reflected on their experiences and learnings to provide us with 10 lessons for giving, which they’ve kindly allowed us to share with you. (4 mins read)
Read MoreThe past decade in Sydney has seen periods of strong, above average house price rises, but also declines. So over time, would you have been better off investing in shares or Sydney property? (4 mins read)
Read MoreWith Australia in the middle of another general election campaign and facing the prospect of a change of government, investors may ask what implications the political cycle has for financial markets and for their own portfolios.
This article considers market performance around past elections and some of the major policies the two major parties are taking to this election. (4 mins read)
Read MoreWe all know, or should know, that when you include publicly listed shares in your investment portfolio, the daily price movements can be quite a rollercoaster at times. However, few investors understand why, when share prices fall, it really is the worst time to sell. This article explains “why“ (4 mins read).
Read MoreThis Budget is a reflection of the upcoming election.
In this article we focus on the details that may impact clients of Stewart Partners.
Read MoreOn occasion a financial journalist will break ranks and spill the beans on why they write articles they know offer zero value to their readers.
Michael Pascoe is one of Australia’s most experienced and respected finance journalists. For many years, he hosted the Nine Network’s Sunday morning business program. Now, well into his 60s, he has admitted that most daily financial markets reports are rubbish and that for journalists, they are a meaningless grind. (4 mins read)
Read MoreJohn (Jack) Bogle, the Vanguard Group founder and father of the index fund, died in January at the age of 89.
You may not know the name well, but he’s had by far the biggest impact on the investing public than any other individual. Ever. (2 mins read)
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