Winter has arrived, and we're on the home stretch now towards the end of the financial year.
Our article on dollar cost averaging is a reminder about "time in the market" not "timing the market" when it comes to investing. If you are a business owner, then our article on estate planning is a must-read. We have also included a practical to-list to help you sort out your finances in the early days of a divorce or separation.
Our article on volatility provides 10 key messages to help investors steer their portfolios through volatile times. And, set the tone for a productive, happy day with some healthy morning habits.
To arrange a review or to speak to one of our team, please contact this office on (08) 8362 4555 or kate@tendfp.com.au.
The latest bout of higher sharemarket volatility reinforces the potential benefits of a disciplined investment strategy called dollar-cost averaging. It can act as an investor’s emotional circuit breaker and a means to progressively create long-term wealth.
Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, we provide 10 key messages to help investors steer their portfolios through volatile times.
My alarm is set to the song "Happy" by Pharrell Williams. It’s impossible to not smile when this song plays. This, combined with the other habits below, set the tone for a productive, happy and healthy day.
Tend Financial Planning Pty Ltd, ACN 142 326 056, Kate Phillips and Anona Fitzgerald are Authorised Representatives of Consultum Financial Adviser Pty Ltd, ABN 65 006 373 995 Australian Financial Services Licensee 230323 with its registered office Level 6, 161 Collins Street, Melbourne VIC 3000
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