If you’d like to be added to an email list to receive a notification when new articles are added to this page, please email reception@loricapartners.com.au
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)
Our 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 More2023 was a reminder that predicting the future is impossible, as negative sentiment at the beginning of the year translated into above-average returns for investors (3 mins read).
Read MoreA basketball experiment demonstrates how tuning out noise can have a significant impact on performance, particularly with investing (3 mins read)
Read MoreMore ideas on how people can successfully prepare for their own transition away from the workforce (3 mins read)
Read MoreWe extract the key learnings from Morgen Housel’s insightful podcast on The Art of Spending which looks at the psychology behind why each of us chooses to spend our money (4 mins read)
Read MoreHow are stockmarket returns impacted by periods of high inflation? (2 mins read)
Read MoreFinland has been the happiest country on earth for the past six years, according to the World Happiness Survey. Why? (2 mins read)
Read MoreWe pay tribute to the academics instrumental to developing the foundational theories which Lorica Partners puts into practice for our clients (5 mins).
Read MoreOur team regularly helps clients, their children and grandchildren get into the residential property market. This article discusses key matters for new homeowners to consider (3 mins read)
Read MoreA review of global financial market performance for the 2023 financial year (3 mins read).
Read MoreLearn why happiness is often over the cognitive horizon - because the goal posts keep shifting - and what can be done to train any brain to be happier (3 mins read)
Read MoreWhen unexpected events inevitably occur, there are some inherent human behaviours we must curtail for our own longer term benefit (2 min read)
Read MoreThis article covers announcements most likely to impact clients of Lorica Partners and their families (3 mins read)
Read MorePeople understand stockmarkets trend upwards over time. This article looks at historical short-term outcomes, which highlights recent market performance is normal (3 mins read)
Read More
![Joe_Portelli_373[1].jpg](https://images.squarespace-cdn.com/content/v1/616e358e3d0eca6d6ae5bb93/626fefb9-24cb-4877-b79a-32c234092e03/Joe_Portelli_373%5B1%5D.jpg)