With some many people investing in the stock exchange for the first time, I thought it would be useful to share some educational videos on the topic of investment fundamentals. The second video I wanted to share considers Time in the Market vs Timing the market. You can watch the entire series of videos on investments on Vimeo.
With some many people investing in the stock exchange for the first time, I thought it would be useful to share some educational videos on the topic of investment fundamentals. The first video I wanted to share considers Investing vs Speculating. The entire Medico CFO investment chapter is available for free on Vimeo.
It is absolutely critical that you get your insurance premium funding right, as it may end up costing you thousands of dollars more if you get it wrong. In this video from the Medico CFO suite, I talk about stepped vs level premiums. Things to consider in your decision include: Affordability in the short and long term How long will … Read More
All of our young medical and dental clients aspire to financial freedom in their 50’s, which basically means that you have repaid your home loan and other bad debts, you have funds to support your children’s education, you have accumulated a good amount of investments that will continue to grow, and you no longer have that pressure of having to … Read More
Given the increasing popularity of Exchange Traded Funds, I thought it would be useful to provide some further education from an expert. In this recorded webinar I talk to Norm Robinson from Sentinel Financial Group. Please make sure you seek professional advice before investing. You can contact myself or Norm for any questions.
Whilst many people have been actively buying into the share market over the last few months, many others might be waiting for that perfect time. But what if there is no perfect time, and even if there was, it would be difficult to time. What if there was another way that you could get started, but manage the market timing … Read More
It’s official, Australia is now in a recession. But should you be concerned? First of all, what does it mean? Well, a recession is a period when an economy is contracting rather than expanding, and is typically characterised by a significant rise in the unemployment rate. People spend less, businesses are firing instead of hiring and economic output falls. Healthcare professionals typically … Read More
It’s the age-old debate between active and passive management, but which one performed better during the most recent financial crisis? The conclusion of this US Morningstar article is that: Across the 20 Morningstar Categories examined, 51% of active funds both survived and outperformed their average index during the first half of the year. In other words, an actively managed fund … Read More
This is a common question we get from young healthcare professionals. Like them, you might have saved up a decent deposit, and your income will only continue to go up once you obtain your Fellowship and a Consultant position. It’s only normal that you want to capitalise on that. Many of our clients look to buy a house of around … Read More