Most investors buy shares outright: pay the market price today and hope it goes up. There's another way to build a position that can either pay you upfront or land you the stock at a lower price than it's trading at right now. It's called selling a cash-covered put,...
Planning for Retirement: How Much Is Enough?
One of the best-known lines about investing comes from Warren Buffett: "Someone is sitting in the shade today because someone planted a tree a long time ago." Retirement planning is exactly that - planting the tree early enough that there is shade when you need it....
What Are ETFs, and What Do They Actually Do?
There are more than 2,000 companies listed on the ASX - so how do you choose which one is right for you? Imagine you have never bought a chocolate bar before. Snickers, Cherry Ripe, Mars, Milky Way - the list goes on. They are all similar, but all different too. How...
How Do Dividends Work in Australia? A Plain-English Guide
Dividends are the share market's way of paying you for owning a piece of a business. When a company makes a profit, its board can choose to keep the money to grow the business, return some of it to shareholders, or both. The portion paid out to shareholders is the...
Lost the Paperwork? How an A12 Search Can Find Your Shares
Plenty of Australians own shares with no paperwork to show for it. The holding statements were filed away decades ago and lost in a move, the dividend cheques stopped when a bank account closed, and the shares themselves - often from a float, a demutualisation or an...
Market Moves: November
We review November’s market moves and its key drivers. With the XJO representing the top 200 ASX-listed stocks and forming the basis for many passive ETFs, we delve into the movements within this index. Additionally, as the XJO is the most actively traded options...
Market Moves: August
We review August’s market moves and its key drivers. With the XJO representing the top 200 ASX-listed stocks and forming the basis for many passive ETFs, we delve into the movements within this index. Additionally, as the XJO is the most actively traded options...
Market Moves: July
We review July’s market moves and its key drivers. With the XJO representing the top 200 ASX-listed stocks and forming the basis for many passive ETFs, we delve into the movements within this index. Additionally, as the XJO is the most actively traded options series,...
Market Moves: June
We review June’s market moves and key drivers. With the XJO representing the top 200 ASX-listed stocks and forming the basis for many passive ETFs, we explore movements within this index. Additionally, as the XJO is the most actively traded options series, we examine...
Preparing Shareholdings for Smooth Estate Distribution.
A Guide for Aging Investors and Their Families. As individuals grow older, ensuring that their shareholdings are clearly documented and easily transferrable is an important part of estate planning. Unorganised or untraceable share portfolios can create unnecessary...