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 […]
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, […]
The butterfly effect
You may have heard of a concept in chaos theory called ‘the butterfly effect’. The mathematician and meteorologist Lorenz famously described how a butterfly flapping its wings in Brazil could set off a tornado in Texas. It might also describe how a politician moving his lips in the US (talking about tariffs, say, or job […]
Then and now: comparing apples with Apple
They say that the best time to plant a tree was 20 years ago. It was also a good time to have bought shares in many of the big companies that now dominate today’s market. If only we knew. For some of us, 20 years ago may not seem that long ago. Many of us […]
Extra, Extra, Don’t Read All About It
This article was originally featured on the Align Financial blog on 18 December 2018. If you’re reading the investment headlines in the news around this time of year, then you might start to feel a bit of anxiety around whether your investments are well placed. Reading the news is one thing but acting on it […]


