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Coming to wealth is hard. Adapting to wealth can be harder. So for a family that will be passing substantial assets to future generations, what are your chances of success? (5 mins read)
Read MoreLorica Partners is now a certified B Corp, joining a global community of businesses focused on building a better society (2 mins read).
Read More2022 was a tough year for investors – one of the worst in 40 years. But it was not all bad news (3 mins read).
Read MoreThe secret to satisfaction is not to increase our haves—that will never work, writes Arthur C. Brooks
Read MoreStandard & Poor’s has been publishing their SPIVA or ‘S&P Indices Versus Active’ research reports for 20 years. We review their key findings (3 mins read)
Read MoreThe last three years have been rough. As we approach a new year, we wanted to provide some ideas for how you can plan to live well, and perhaps better, in 2023. (2 mins read)
Read MoreTo help ensure your ‘scam radar’ remains strong to protect your personal information, here are some practical tips for dealing with emails, texts and phone calls (2 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 MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (2 mins read)
Read MoreProfessor 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)
Read MoreImagine 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).
Read MoreA 75-year Harvard study into what keeps us happy and healthy as we go through life shares its results (watch video)
Read MoreMany 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).
Read MoreBonds are low risk assets to hold, but their prices can still go up and down. This article explains why (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 MoreWhen 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)
Read MoreIt 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).
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 MoreA 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)
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)
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