Author Archives: David Reed



















Winter 2022

June has arrived and so has winter, as the financial year draws to a close. Now that the federal election is out of the way, it’s time to focus on Read more…













The Road Ahead for Shares

Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming Read more…



Have the Tech Giants Been DeFAANGed?

By Wes Crill, PhD Head of Investment Strategists and Vice President Investors expecting FAANG(*1) stocks to continue the extraordinary performance of recent years must be disappointed by their returns in 2022 (see Exhibit 1). Read more…









Making Sense of Bonds

“Why are my bond returns negative? Isn’t this the defensive part of my portfolio? If inflation is rising and interest rates are about to go up, should I be in Read more…



2022 Federal Budget Summary

This year’s Federal Budget covers a range of measures aiming to reduce the pressure from increased costs of living and help people into homes. Note: These changes are proposals only Read more…



Navigating Geopolitical Events

This is a great 5 minute article on Navigating Geopolitical Events by Karen Umland, Dimensional Senior Investment Director and Vice President. Russia’s invasion of Ukraine is an important reminder that Read more…









Investing in Inflation

Inflation appears to be firmly on the rise and while that is bad news for consumers it’s not necessarily bad news for investors. In fact, inflation may provide new opportunities. Read more…





Estate Planning

If you are in the process of estate planning, you may be questioning the appropriate inheritance to leave your children. Leaving an inheritance to your children is a wonderful and Read more…



Money & Life Issues facing Australians in 2021

In August and September 2021, the FPA again surveyed 2,005 Australians to discover how the COVID-19 pandemic and consequent economic lockdowns had affected their work, income, financial habits and outlook.





Aged Care Payment Options

When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. Read more…





Every Quarter Counts

  In this article, Jim Parker of Dimensional Fund Advisers, explores the high level of volatility for 2020 that’s worth a read for investors to understand the level of extremes Read more…













TRAC Most Valuable Practice Award

Last month our office manager Tracey Parkin represented TRAC with attendance at the dealer group’s Executive Education Program.  Tracey attended Yale University for a management course and also visited global Read more…













Podcast of the Month

MIT’s Age Lab’s Joseph Coughlin was recently interviewed by the US postal service (UPS) recently.   Joseph Coughlin is a leading expert around ageing and retirement as well as the Read more…





The Price of Success

On hundreds of occasions I’ve met with a new client and we’ve discussed their financial situation. It’s pretty obvious huh…that’s why they walked in my door in the first place. Read more…







2019 Federal Budget Impact

How does the Federal Budget affect you?  The Federal Budget explains to all Australians how the Government intends to manage the country’s finances. It outlines their tax and spending plans Read more…





Price of Success

On hundreds of occasions I’ve met with a new client and we’ve discussed their financial situation. It’s pretty obvious huh…that’s why they walked in my door in the first place. Read more…









Video: The Myth of Forecasting Markets 

Video: The Myth of Forecasting Markets David Booth, founder of Dimensional explains the benefits of avoiding predictions, and to focus upon the historical stock market record and sticking to investing fundamentals in this video. Click here Read more…







Client Wins

  Another channel we created within Slack is our ‘Client Wins’. It’s important that all of the team, including those in the back office working on the administration support and Read more…







Insights to giving blood

  For the past couple of years, our office has been utilising an internal communication platform called ‘Slack’. Slack is a type of instant messaging service that eliminates the need Read more…























Accident Cover Life Insurance

Accidental Cover Life Insurance The royal commission this week is examining insurance companies and the direct outbound call centres that sell their products. The Australian Financial Review reported that the Read more…









Plan for an EPIC Retirement

Your EPIC Retirement Plan   Our new retirement video highlights four key areas to a thriving, successful retirement. Consider the opportunities that come with seeing retirement in an entirely new light. Read more…