Key points – The key themes for 2024 were: better than feared growth; global divergence;…
Posts By: SGW Financial Services
Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified…
What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO)…
The retirement living sector is growing rapidly in Australia as the population ages and demand…
We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for…
Planning for what happens when you pass away or become incapacitated is an important way…
Have you ever looked around your place and wondered how much cash is sitting in…
Key points – The economic and financial environment today is more challenging than when Trump…
Future investment returns are unknown, but past returns are a guide for retirement. If you’re…
If you’re employed, your employer should be paying a percentage of your earnings into your…