Financial Advisor, Gary Spencer, shares about succession planning, a complex task where human, intellectual, social, spiritual and financial elements are all important.
Federal Budget 26/27
When Housing Stops
Both Australia and Canada had interest rate decisions in late March, and while Australia saw an increase, Canada's rates were left on hold. One of Canada's central bankers also made some interesting comments about Canadian house prices: they have to fall. As we find out, they've already been falling, and we look at the reasons why.
2025 Q4 December Quarter Review
Another strong year for global stocks.
Europe and Emerging Markets take the mantle from the US in 2025.
Australian housing has another strong year, backed by more government support.
Late year inflation surprise in Australia to keep rates on hold.
China struggling internally, but finds new export markets in the face of US tariffs.
2025 Q3 September Quarter Review
Recent News Regarding Macquarie Bank
The Gold Rush
Trouble Spending It
Will We Be Replaced by AI?
If you haven’t heard, many industries and professions are said to be under serious threat by the rise of artificial intelligence or AI. How long do you think it will be before AI replaces your Financial Advisor? Here we look at an experiment where three publicly available AI tools were given very precise instructions to retrieve and sort data on a list of investment funds.
Money as a Measure
Psychology professor, Tim Kasser, consistently finds that individuals who overweight materialistic outcomes will usually experience lower levels of well-being, happiness, life satisfaction, and self-esteem. Worse, he finds these people have increased anxiety, depression, and interpersonal difficulties…