I, along with many other retirement commentators, have had an unhealthy adherence to the concept of the retirement journey.
The S&/ASX 200 technology sector has fallen 20% in the past month, with investors re-evaluating the sector’s lofty return and earnings expectations. We take this opportunity to evaluate long-term ...
Software stocks have lagged AI names by a significant margin for most of 2025. Software stocks are significantly undervalued, ...
Sonic has a progressive dividend policy and a strong balance sheet with net debt/EBITDA at 2.0 at June 2025. Sonic is ...
A retiree who owns their home outright only needs to fund their lifestyle expenses. Using a real return of 4% and a 30-year retirement, that requires around $1.25 million in super – a figure that ...
The mining sector’s unweighted average price to fair value (P/FV) estimate has risen from 1.01 to 1.27 over the past quarter. At face value, this metric would suggest the mining sector is moving into ...
Retirees or soon-to-be retirees must change objectives from accumulation to generating reliable, sustainable income streams.
In this episode of Investing Compass, Mark and Shani look at how Aussies are harnessing their offset accounts more than ever, ...
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a ...
Division 293 tax is an additional 15% tax on top of the standard tax imposed on concessional super contributions. It applies ...
Markets have a way of humbling even the sharpest forecasters. Here are tactics investors can use whatever the future holds.
JP Morgan estimates AI-related stocks now make up about 45% of the S&P 500. At that size if one company sneezes, the whole ...