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Lorica Partners

Latest insights from the world of wealth management

Keeping you up to date on important and interesting matters as they unfold. 

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Latest Articles

Insights
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Aug 29, 2025
Rick Walker
How Investor Behaviour Undermines Long-Term Success
Aug 29, 2025
Rick Walker

Dalbar’s research shows the negative impact investor behaviour can have on long-term success (2 min read).

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Aug 29, 2025
Rick Walker
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Aug 6, 2025
Rick Walker
$3m Super Tax - Division 296 Reality Check
Aug 6, 2025
Rick Walker

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)

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Aug 6, 2025
Rick Walker
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Jul 31, 2025
Rick Walker
The Numbers Don't Lie - Most Fund Managers Fall Short
Jul 31, 2025
Rick Walker

Active managers talk a big game — the scoreboard disagrees (2 mins read).

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Jul 31, 2025
Rick Walker
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Jun 27, 2025
Rick Walker
How to manage stockmarket risk
Jun 27, 2025
Rick Walker

Explore the data behind stock market returns and why holding a diversified portfolio is crucial for long-term success. (2 mins read)

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Jun 27, 2025
Rick Walker

Previous Articles

Categories
  • About Lorica Partners 13
  • All 135
  • Annual Review 9
  • Cybersecurity 2
  • Family Legacy Planning 6
  • Federal Budget Updates 11
  • Financial Market Updates 23
  • Investment Education 57
  • Living a Better Life 38
  • Property 3
  • Retirement and Estate Planning 12
  • Sustainable Investing 3
October 2022 Federal Budget

This article covers announcements most likely to impact clients of Lorica Partners and their families (2 mins read)

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Rick WalkerOctober 26, 2022All, Federal Budget Updates
5 important investing lessons from a leading academic

Professor Ken French has contributed to Nobel prize winning research into the behaviour of security prices. We recently listened to him share his “5 things I know about investing” (6 mins read)

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Rick WalkerSeptember 30, 2022All, Investment Education, Living a Better Life
Expect Market Volatility and You'll Win

Imagine the difference to your investing experience – and your investment returns – if you accept sharemarket volatility as the price of admission for growing your wealth (3 mins read).

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Rick WalkerSeptember 1, 2022All, Investment Education, Living a Better Life
What makes a Good Life?

A 75-year Harvard study into what keeps us happy and healthy as we go through life shares its results (watch video)

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Rick WalkerAugust 1, 2022All, Living a Better Life
The Gap and the Gain

Many people are unhappy because of how they measure their progress. When you take stock of your accomplishments rather than your ‘ideal’ moving target, it can have enormous psychological benefits (3 mins read).

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Rick WalkerJuly 1, 2022All, Investment Education, Living a Better Life
Why bonds go up and down

Bonds are low risk assets to hold, but their prices can still go up and down. This article explains why (3 mins read)

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Rick WalkerJune 22, 2022Investment Education, All
Bear Markets are Common and Offer Higher Expected Returns

Last 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).

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Rick WalkerJune 15, 2022All, Living a Better Life, Financial Market Updates
Long-term investors embrace times like these

When prices fall, it is normally because investors have become more risk adverse, and uncertainty about the future has increased. Markets are highly efficient information processing machines – but no one pretends they are 100% accurate all the time. But profiting from ‘mispricing’ is not easy. (4 mins read)

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Rick WalkerJune 1, 2022Investment Education, All
The Perils of Buying Direct Stocks

It can be a roll of the dice guessing which stocks will be the ‘winners’. We go back 20 years to see how a portfolio of blue-chip Australian stocks with strong growth prospects actually performed against simply buying the market (3 mins read).

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Rick WalkerMay 6, 2022Investment Education, All
Staying the Course

Market 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)

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Rick WalkerApril 28, 2022All, Investment Education, Financial Market Updates
Do you really want to retire?

A Canadian psychologist we collaborate with provides his 6 questions you should ask yourself before making the decision to retire from the workforce (3 mins read)

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Brendon VadeApril 1, 2022All, Retirement and Estate Planning
2022 Federal Budget

This article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)

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Rick WalkerMarch 30, 2022All, Financial Market Updates, Federal Budget Updates
Ukraine impact on financial markets

We look at geopolitical events of the past 60 years to determine how the Russian invasion of Ukraine may impact financial markets (1 min read)

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Rick WalkerMarch 11, 2022All, Financial Market Updates
Will my beneficiaries argue when I am gone?

Families will react to the loss of a parent in different ways but having practised in estate law for almost 40 years, Greg Dickson, Accredited Specialist in Family/De Facto Law at WMD Law, can identify a number of common factors in families who argue about inheritances (3 mins read)

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Rick WalkerMarch 3, 2022All, Retirement and Estate Planning
2021 Year in Review

2021 was a year of uncertainty, anticipation, and hopes for a return to normalcy – and one that showed, yet again, the importance of trusting market pricing (3 mins read).

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Rick WalkerFebruary 1, 2022All, Annual Review
Why being an adviser matters to me

Our Chair and Senior Adviser, Rick Walker, shares his story on why working as an adviser matters to him (3 mins read)

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Rick WalkerJanuary 4, 2022All, About Lorica Partners
Lorica Partners is Independent - what does this mean in practice?

Few advice firms meet the definition of being ‘independent’. We explain why we think being independent is so important to our clients and team (3 mins read)

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Rick WalkerDecember 1, 2021All, About Lorica Partners
Stewart Partners has a new name - Lorica Partners
Brendon VadeNovember 29, 2021All, About Lorica Partners
How much is your time worth?

For many, the highest form of wealth is not the size of your portfolio, but being able to control your time (3 mins read)

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Brendon VadeOctober 1, 2021All, Living a Better Life
CEFEX - Reinforcing our Fiduciary Standard

We are proud to share Lorica Partners has been named for a fifth consecutive year as a CEFEX certified Investment Advisor (2 min read).

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Brendon VadeSeptember 17, 2021All, About Lorica Partners
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