Over more than two decades working in the financial industry, I’ve seen many people reap the rewards from their financial decisions. Seeking help from a professional adviser often helps people appreciate the long-term impact of their decision-making, especially during major life changes. But it’s the smaller, daily money habits that can also really add up […]
Archives for November 2024
2024 US election results … What it means for investors
It’s said that history repeats itself … With the 2024 United States election results now set to reinstate Trump as its 47th president, many investors are again asking what the change in US leadership will mean for the economy and financial markets. In November 2016, I posted a YouTube clip about what Trump as President […]
Conflicted advice rears its ugly head … again
In yet another cautionary tale to consumers, financial advisory firm United Global Capital (UGC) and its associated Global Capital Property Fund (GCPF) were shut down by the Federal Court in Victoria recently due to serious issues in their operations. UGC’s business model involved several practices that created a clear conflict of interest, with the firm […]