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ASSET ALLOCATION News & Analysis
Personal Finance
Shares have higher long-term returns and some investors don’t think there is a point in investing in bonds. For some investors this may...
Mark LaMonica, CFA | 02 December 2024
Retirement
Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?
James Gruber | 05 November 2024
Retirement
Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?
Mark LaMonica, CFA | 31 October 2024
Personal Finance
Mark answers a reader question about deciding between different super options.
Morningstar | 17 October 2024
Personal Finance
Going against the grain and focusing on the real drivers of investment success
Shani Jayamanne | 16 October 2024
Funds
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the...
Shani Jayamanne | 03 October 2024
Retirement
A four step checklist to get ready for retirement.
Mark LaMonica, CFA | 30 September 2024
Retirement
Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine.
Mark LaMonica, CFA | 15 September 2024
Retirement
The risks and opportunities of a portfolio heavily weighted to shares in retirement.
Mark LaMonica, CFA | 09 September 2024
Personal Finance
A quick take on how the rule of 72 helps investors understand the pathway to building wealth.
Mark LaMonica, CFA | 03 September 2024
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