No one needs reminding of events of the past 12 months, but it’s worth reviewing market returns over this period because some may be surprised by the results. (3 mins read)
Read MoreWhilst helping our clients get their financial house in order is an important step to living a great life, being financially independent, in itself, provides no guarantee that you will achieve happiness and wellbeing. This article provides some additional structure to help you live your best possible life (4 mins read)
Read MoreGiven the accepted benefits of diversification, the question is, why don’t investors hold highly diversified portfolios? One reason is that it is likely most investors don’t understand just how risky individual stocks are. To correct that lack of knowledge, this article reviews some of the available research. We think most investors will be shocked at the data on individual stock returns. (6 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 MoreGlobal 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.
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