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INVESTMENT STRATEGY News & Analysis

Are you ready for retirement?
Retirement
Are you ready for retirement?
A four step checklist to get ready for retirement. 
Mark LaMonica, CFA | 30 September 2024
Tax tips for expats and migrants
Personal Finance
Tax tips for expats and migrants
A global personal tax specialist shares tips for minimising your tax burden for investors with cross border assets. 
Shani Jayamanne | 30 September 2024
Self-reflection as a key to investing success
Personal Finance
Self-reflection as a key to investing success
Is the investing baggage you carry hampering your ability to achieve your goals?
Mark LaMonica, CFA | 26 September 2024
A health scare changes my investment plans
Personal Finance
A health scare changes my investment plans
Recently, I spent time in hospital for pneumonia. Health issues can clarify what really matters, and one thing became clear to me: 99% of what we...
James Gruber | 11 August 2024
Finding the best shares for you
Personal Finance
Finding the best shares for you
How to find great companies at attractive prices that align with your individual investment goals.
Shani Jayamanne | 08 August 2024
Focus on what you can control
Personal Finance
Focus on what you can control
In this week's Investing Compass episode, Shani goes through her investment strategy.
Shani Jayamanne | 22 July 2024
Our finances should enable and not dictate our lives
Personal Finance
Our finances should enable and not dictate our lives
Most people would prefer to have more money than less of it. But at what point do the trappings of wealth and success start to outweigh the benefits...
Mark LaMonica, CFA | 15 July 2024
Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 08 July 2024
How to define an investment strategy
Personal Finance
How to define an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Mark LaMonica, CFA | 05 May 2024
Does your financial plan fit your core values?
Personal Finance
Does your financial plan fit your core values?
It should, and here's how to find them
Samantha Lamas | 02 April 2024