Market Update – January 2024

International Equities: In January, the US stock market, as represented by the S&P 500, achieved a new milestone by reaching an alltime high. This remarkable performance was driven by optimism that the US Federal Reserve (Fed) is on the right

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Market Update – December 2023

International Equities: Following impressive performance in November, international equities continued to benefit from an increasingly positive outlook in the Fed’s battle with inflation. In December the Fed indicated an additional rate cut in 2024 bringing the total projection of cuts

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Market Update – November 2023

International Equities – November brought encouraging news in the international equity markets, marking a significant upturn for the first time in several months. Unhedged shares showed a healthy increase of 4.45%, but it was hedged shares that truly stood out,

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Summer 2023 – Prepare for Life Newsletter

Life Insurance through the Ages – Whoever said, “the more things change the more they stay the same”, was dead wrong when it comes to life insurance. While protection against adversity is always wise, your actual needs change as you

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Market Update – October 2023

International Equities – International Equities fared better in October than September but still retreated as both unhedged and hedged shares fell by 0.98% and 2.72% respectively. Hedged falling further due to the continuing strength of the United States Dollar as the

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Market Update – September 2023

International Equities – International Equities performed poorly in September as both unhedged and hedged shares fell by 4.02% and 3.75% respectively. This result is not unexpected as there was downward pressure on equities from multiple angles, including rising oil prices

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Spring 2023 – Prepare for Life Newsletter

How to BOOST your super with a lump sum ! If you are lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you have

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Market Update – August 2023

International Equities – The rise in international markets slowed in August with a 1.61% gain in unhedged equities and a 1.87% loss in hedged equities. This divergence is due to a fall in the value of the Australian Dollar relative

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Market Update – July 2023

International Equities – International markets continued their tremendous 2023 with another 2.08% and 2.86% return in unhedged and hedged equities. The Nasdaq set a half-yearly record of ~39% increase to start this year, powered by an AI-mania and falling inflation.

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Winter 2023 – Prepare for Life Newsletter

Setting yourself up for success in the NEW Financial Year – The start of a new financial year is the perfect time to get your financial affairs in order. Whether it’s tidying up your paperwork, assessing your portfolio or dealing

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