Clients often ask me if it’s time to take profits or sell based on the recent performance of a particular investment. It seems that we’re conflicted about record-high share prices – on one hand we’re pleased to see existing investments gain in value but apprehensive that higher prices are some kind of indication that prices […]
Archives for August 2025
What is an ‘I love you’ Will and is it right for you?
An ‘I love you’ Will is a type of simple estate planning document where individuals in a couple can make arrangements to leave everything in their estate to the other. After both individuals in the couple pass away, the estate will typically go to their children, or other designated beneficiaries. This kind of Will can […]
An ASX alternative on the horizon?
Australia may soon be getting a second major securities exchange, providing a new challenge to the ASX, which has been Australia’s main exchange operator now for decades. The change comes off the back of some embarrassing and costly mistakes made by the ASX, including a recent trading blunder in which it confused two different companies, […]