Author Archives: David Reed











How to Give Back

Australia is a giving country, but we often give in kind rather than financially. Whenever there is a disaster here or overseas, Australians rush to donate their time and household Read more…



Summer Summary 2023

It’s December – the month that always seem to race by as we approach the end of the year and all the festivities it brings. We hope you all have Read more…



The Mechanics of ETFs

Exchange traded funds (ETFs) offer investors an efficient means of accessing a professionally managed portfolio of securities through a single investment vehicle. While ETFs share this and many other features Read more…























Spring 2023

September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs, get out into the garden or the great outdoors. Meanwhile, AFL and Read more…

























Winter 2023

As winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing your finances. Many factors have affected Read more…

























Autumn 2023 Snapshot

With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead as the financial year heads towards its final quarter and the May Federal Read more…

















2022 Year in Review

The year began on an optimistic note, as we finally began to emerge from Covid restrictions. Then Russia threw a curve ball that reverberated around the world and suddenly people Read more…



The Year that Wasn’t

As an eventful year in markets nears its close, analysts are being asked about their expectations for 2023. The media uses these surveys to generate eye-catching headlines, but rarely does Read more…







Sustainable Investing on the Rise

Sustainable investing isn’t new and is becoming more mainstream. From climate change to gender diversity, more people are aligning their money with their values. In 2021, Australia’s sustainable investment market Read more…



Summer Summary 2022

It’s December already! Summer is here and holidays are just around the corner. We take this opportunity to wish you and your family a happy festive season. The big story Read more…





Information Hygiene

The pandemic showed the power of a previously unknown virus to spread through the global population, threatening health and creating economic mayhem. But few people appreciate the power of bad Read more…





Rate Expectations

If you consume enough financial media, you’ll notice that much time and space is spent wondering what central banks will do next with benchmark interest rates. But while this constant Read more…













Mortgage Vs Super

“Should I put my money into my mortgage or my super?” With interest rates on the rise and investment returns increasingly volatile, Australians with cash to spare may be wondering Read more…



Go on… Take a Break!

One of the things many of us have been missing over the past few years is holidays… Now that the world is opening up again for travel and destinations that Read more…











World Cup of Investing

While the All Blacks are one of the world’s most successful sports teams, Kiwi rugby fans have learnt not to expect them to win the World Cup at every tournament. Read more…





Making Cash Flows Count

Key Takeaways   – Dimensional makes buy and sell decisions every day based on numerous inputs. – This process allows us to use available proceeds on a targeted subset of Read more…



































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…