Why Advice

Apples with Apples?

July 12, 2018

First published 12 Jul 2018 for Mancell Financial Group The ‘active versus passive’ debate in funds management is a guaranteed space filler in the financial media, but it would help the general public if those making the comparisons got their facts straight. A recent article in Professional Planner by John Peterson of the Peterson Research […]

First published 6 Jul 2018 for Mancell Financial Group “Why do you include so many bad news stories?” It’s a question we’ve been asked, not regularly, but maybe it needs addressing. First off here’s a good news story. This is the growth of $10,000 over the past 25 years in five different asset classes. If […]

Healthy Returns

June 29, 2018

First published 29 June 2018 for Mancell Financial Group Losing money is no joke. Witness all those forlorn investors who regularly appear on A Current Affair, 7:30 and 4 Corners, recounting how they were trying to secure their future before some financial disaster befell them. Whatever the cause (and we’ve discussed plenty of them) inevitably […]

The Property Obsession

June 14, 2018

First published 14 June 2018 for Mancell Financial Group It would seem never has so much been lost by so many in times of headline prosperity. What does that mean? We’re continually surprised about the inbuilt marketing characteristics of property as an investment strategy, even to people who have lost money on it. We repeatedly […]

First published 8 June 2018 for Mancell Financial Group Last week the Productivity Commission released a report into superannuation. No surprise, it didn’t paint the best picture. Suggesting the super industry was lacking competition and accountability, while many funds were still acting in their own best interests and not their members. It came with a […]

First published 7 June 2018 for Mancell Financial Group For many years the ASX has been running a sharemarket game through schools which has encouraged high school students to get experience investing in the sharemarket. More recently, the game has spawned another version that runs along with the school game and is open to everyone. […]

BIG Trouble

May 24, 2018

First published 24 May 2018 for Mancell Financial Group Did you miss the top performing company on the ASX in 2017? If so, don’t be too disheartened because it’s turned into one BIG disaster. BIG Un Limited, whose main business was its subsidiary, BIG Review TV, was in the business of creating promotional videos. Small […]

First published 17 May 2018 for Mancell Financial Group Read a survey on financial advice and it’s estimated anywhere from 70% to 85% of people will never seek it. Yet from the small pool of people who have sought financial advice, 80-90% of those (depending on the survey) will acknowledge the advice they received was […]

Moneyball Investing

May 10, 2018

First published 10 May 2018 for Mancell Financial Group It’s been a few years since the term ‘moneyball’ was widely appropriated throughout the sporting world. In case you missed it, Moneyball was a 2003 book by Michael Lewis (later a 2011 film starring Brad Pitt) following the Oakland Athletics baseball team. The team had the […]

First published 2 May 2018 for Mancell Financial Group Ultimate Fighting step aside because the biggest blood sport in recent weeks has been the Banking Royal Commission. Banks and financial institutions have been belted, executives smashed and conflicted financial advisers guillotined. All with good reason. Next we had the politicians backtracking and apologising before they […]