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Articles by Sara Allen
Search educational content to inspire your investment journey
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Taking Ownership & Funding Your Values: The Celebrity School of Wealth Management
If there are two names you may not have expected to see in financial media, Dolly Parton and Tim Curry might be it – but they should be.
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The ‘Hidden Index Hugger’ Test: Is Your Active Fund Really Doing Anything Different?
Choosing active means you have the goal of outperforming the market in some form. Perhaps it is about achieving higher income. Perhaps higher overall growth. Or it might be about lower volatility to ensure stability of returns. All this typically comes at a higher cost, but are you getting what you are paying for or have you invested in an index-hugger with a good marketing package?
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The Real Cost of an ETF is Not the Management Fee
If you were to look through your portfolio, would you know what each of your ETFs was costing you?
A repeatable rigorous framework for analysing private funds
In the hunt for higher returns and growth, investors have increasingly turned to private markets. It doesn’t come without risk.
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Your ETF is Not as Passive as You Think
When it comes to ETFs, a few stereotypes abound. Passive, low cost, flexible, broad exposure. While there’s some truth rooted in the stereotypes – some ETFs are index-trackers and have lower fees after all – investors should be wary of leaning too closely on these in their approach to ETFs.
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Platform, Broker or Direct: Where Should You Hold Your Funds and ETFs?
Access to the investing world has exploded in the last few decades. Investors may once have required brokers to do their trading, or apply directly to fund managers to invest. These days, investors have a range of options, direct and indirect for their holdings.
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Where Australians Have Been Investing Their Money: ETF Flows For the Last Six Months
In a year that started with high market valuations and the ever-present threat of inflation, there have been plenty of surprises to unnerve investors. Despite this, markets have been largely resilient, with many investors staying the course.
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Yield vs Total Return: What Actually Matters for Long-Term Investors?
We invest for all sorts of reasons, but at the core, it’s to improve our financial lives – to afford the things we want or need in life. This is the reason why the terms ‘yield’ and ‘total return’ can be so important when you are choosing an investment – they are not interchangeable, though they are often confused for being so.
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Avoiding the Common Mistakes in Multi-Asset Portfolio Investing
It’s almost a certainty that you have invested in a multi-asset portfolio or fund at some point in time. Most of us will spend our whole lives in one – your superannuation is run as a multi-asset portfolio after all. But when it comes to investing outside of super, many investors can also find plenty to like about these options as a wealth solution.
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How a 3-Bucket Strategy Can Help Optimise Retirement Income
Retiring soon and wondering how to structure your investments? There are a range of strategies you can follow, from maintaining your existing approach to shifting into a new strategy. One approach investors use is known as the 3-bucket strategy.
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Beginner Friendly but not Foolproof: How to Avoid the 5 Most Common ETF Mistakes
ETFs have grown in popularity in the last decade, and beginner investors are often encouraged to consider them. But beginner doesn’t mean foolproof and even investments like ETFs can go wrong when investors don’t know what they are really buying and how best to use them. It’s also worth noting that beginner doesn’t mean that ETFs can’t be part of more sophisticated strategies either.