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Spencer Private Wealth

Home
Services
Pre-Retirement Planning
Managing Complexity
Helping You Adapt to Change
Our Planning Process
Investing
Insurance
Knowledge
FAQs
Our Financial Services and Credit Guide
About Us
Our Story
Our Team
Client Testimonials
Blog
Contact
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Blog

Karen S
18 September 2016
Pension News

Pension Changes: 1st January, 2017

Karen S
18 September 2016
Pension News

From 1 January 2017 changes are coming to pension payments. Anyone who is currently receiving a pension or part-pension needs to be fully aware of these changes that are based around assessments of asset limits.

 

Tagged: Pension

Karen S
8 September 2016
Investing

Great Returns, If You Just Forget the Costs

Karen S
8 September 2016
Investing

At one time Mr Zweig was regarded as an investment rockstar and investors looked to him for guidance on market direction and stock picking. Now while there’s no interest in tarnishing Mr Zweig’s legacy, there’s one piece of information that’s never considered – his returns vs the market and the costs incurred.

 

Karen S
2 August 2016
The Markets, World News, Australian Economy

2016 June Quarter Review

Karen S
2 August 2016
The Markets, World News, Australian Economy

Global equity and bond markets offered generally solid returns despite the late quarter uncertainty generated by the United Kingdom’s referendum result in favour of leaving the European Union.

Karen S
18 July 2016
World News

Brexit Aftermath Not the Bloodbath Predicted

Karen S
18 July 2016
World News

Brexit was only a few weeks back and there was a litany of cataclysmic predictions. Now they’ve been swept under the rug as markets have seemingly shrugged off concerns and focussed on potential stimulus measures. Which is slightly concerning, like Pavlov’s dog, markets now seem to slobber on bad news, expecting that monetary intervention will soon be following.

Tagged: Brexit

Karen S
1 July 2016
Investing, Australian Economy

Bonds Signalling Lower Interest Rates

Karen S
1 July 2016
Investing, Australian Economy

After the RBA left interest rates on hold last week the commentary quickly shifted to when they would be cut next. To co-opt a line from Star Wars, you may have felt a great disturbance in the force “as if millions of conservative investors suddenly cried out in terror”.

Karen S
18 June 2016
World News

Brexit Vote Reaction – Don’t React

Karen S
18 June 2016
World News
Brexit Vote Reaction – Don’t React

Financial markets love certainty (Remain) while they hate uncertainty (Exit) and they certainly hate this outcome. However, this is just another bump (or dip) in the investing journey that will likely look remarkably benign when we look back on it in the years to come.

Tagged: Brexit

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