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WEALTH News & Analysis

Preserving wealth through generations is hard
Personal Finance
Preserving wealth through generations is hard
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers...
James Gruber | 22 October 2024
Do you qualify as 'rich'?
Personal Finance
Do you qualify as 'rich'?
The ambiguous and wide ranging definitions of what it is to be rich shows the importance of setting goals.
Mark LaMonica, CFA | 16 October 2024
A map of wealth in Australia
Personal Finance
A map of wealth in Australia
Recents data suggests that Australia remains the lucky country.
James Gruber | 25 September 2024
How to build wealth and financial security as a renter
Personal Finance
How to build wealth and financial security as a renter
Many Australians believe that building wealth requires home ownership but there is a pathway for renters.
Mark LaMonica, CFA | 17 September 2024
Lessons from the rule of 72
Personal Finance
Lessons from the rule of 72
A quick take on how the rule of 72 helps investors understand the pathway to building wealth.
Mark LaMonica, CFA | 03 September 2024
Do you want to be rich, or do you want to be wealthy?
Personal Finance
Do you want to be rich, or do you want to be wealthy?
Most people want to get rich but there is more to life. 
James Gruber | 29 August 2024
The iron law of building wealth
Personal Finance
The iron law of building wealth
The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment...
James Gruber | 03 July 2024
How much money do you need to be happy?
Personal Finance
How much money do you need to be happy?
You might be a part of the ‘cult of never enough.’
Jessica Bebel | 26 September 2023
What wealth can't buy
Personal Finance
What wealth can't buy
Family squabbling in the Hilton family, of Hilton Hotels fame, makes the Succession TV series look meek. It's a good lesson in how wealth can serve...
James Gruber | 26 July 2023
Taking the slow road to investment success
Personal Finance
Taking the slow road to investment success
Lessons from Bill Bernstein’s updated “The Four Pillars of Investing.”
Morningstar | 19 July 2023