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If Jesse Livermore were advising investors how to make money in 2025

If you’ve read many classic investment books, you’ve probably come across Reminiscences of a Stock Operator by Edwin Lefèvre, which brings to life Jesse Livermore’s fascinating journey as a stock investor and trader. Whilst Jesse Livermore is famous for losing his money just as fast as he made it, many people regard him as one of the greatest traders and investors ever to have lived.

17 Feb 2025
 · 5 MIN READ

Financial planning for big life events: What you need to know

Financial planning isn’t just about growing wealth—it’s about being prepared for life’s unexpected turns. From marriage and divorce to receiving an inheritance, major life events can catch people off guard. Even planned milestones—such as buying a home, raising children, or retiring—can create financial strain without proper preparation.

13 Feb 2025
 · 6 MIN READ

Are you and money getting along?

An important question for you … how are you and money getting along at the moment? It’s an important question because money is a core part of success, and is hard for most of us to disconnect from success as a concept. Moreover, when you’re getting on well with money, you’re fuelling the lifeblood of your dreams, and you’re more likely to realise your financial and non-financial goals. But when you and money aren’t getting on, the opposite is true. A bad money relationship can feel like a failure cycle with no end date in sight. Regardless of the current state of your relationship with money, there’s no time like the present to improve it…

12 Feb 2025
 · 7 MIN READ

Do you need an estate plan? Here’s why it’s important

Estate planning is often seen as a thorny issue many delay until it is too late. The perceived lack of urgency in making a will, along with the complexities of distributing assets, leads many to put it off. Yet, with $4.9 trillion set to be passed down in Australia over the next decade, a clear estate plan has never been more important for securing financial stability and building generational wealth.

6 Feb 2025
 · 5 MIN READ

Intergenerational wealth: Why it matters

Australia is about to experience a major shift in wealth. According to a report by JB Were, by 2034, an estimated $4.9 trillion will be passed down from baby boomers and their parents to the younger generations. Inheritances are expected to have reached $150 billion in 2024, more than double the amount in 2002. With over 20% of Australians projected to be aged 65 or older by 2030, planning for this intergenerational wealth transfer has never been more important.

30 Jan 2025
 · 5 MIN READ

Starting Points Matter

I learned a valuable lesson in July 2022, the last year the S&P/ASX 200 index posted a negative return, that starting points matter. I had gone on leave to have my second child in December 2021 as markets were making all-time highs, the cash rate was on the floor (and the RBA was promising to keep it there for years) and a raft of IPOs were hitting the ASX.

30 Jan 2025
 · 5 MIN READ

Prepare for a resurgence of the healthcare sector

2024 was a bumpy ride for global healthcare investors with the sector lagging most economically sensitive sectors. There were also sector-specific challenges to navigate in the form of margin pressure, workforce shortages, and digital disruption. But at this juncture, the global healthcare sector’s fundamentals are stronger than ever thanks to a step-change in recent innovation as well as favourable demographic changes. Investors should arguably position themselves for a sector recovery…

29 Jan 2025
 · 5 MIN READ

SMSF cost-cutting tips every trustee should know

Self-managed super funds (SMSFs) are growing in popularity amongst investors seeking greater control over their retirement savings. While their benefits are significant, the costs—both setup and ongoing—can pose challenges, particularly for smaller funds. The good news is there are some costs-cutting tips which make SMSFs accessible to a wider portion of the investing population.

23 Jan 2025
 · 5 MIN READ

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