Saturday, September 28, 2024

  • Retirement Planning

Retirement Planning

1-8 out of 8 results.
Stock storiesAustralian shares Asset allocation, portfolio constructionRetirement planning
CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – now suddenly a ‘growth stock’?

I am neither a buyer nor a seller - so why does it matter? Why CBA is the 'Steven Bradbury' of the banking world? Its share price is soaring but its fundamentals stalled a decade ago. What sort of returns can we expect in future? Here's my quick take in 7 charts.

Ashley Owen Jul 29, 2024
Retirement planningAsset allocation, portfolio constructionExchange Traded Funds
My ‘10-4 all-weather ETF portfolio’ – Part 2: What’s in it?

Here is my '10-4' all-weather ETF portfolio. out of the 348 ETFs on the ASX, which 30 are in the 'squad'? which 9 am I using right now? why it's actually not about the ETFs - it's about the game plan.

Ashley Owen Jul 07, 2024 6
Retirement planningInvestment & Wealth Mgmt
Podcast with James Kirby – ‘How much should you have in Super – Seriously!’

Yesterday I had the great privilege and pleasure of being interviewed by James Kirby for his popular weekly podcast: ‘The Money Puzzle’ for The Australian. Here we tackle some of the most common questions from investors -  How much do you need? Why you can't rely on online retirement calculators? How to estimate how long you might live? Why 2/3 of retirees still rely on the government age pension after 30+ years of compulsory Super?

Ashley Owen Jul 05, 2024
Exchange Traded FundsAsset allocation, portfolio constructionRetirement planning
My '10-4' all-weather ETF portfolio - Intro

This is my '10-4' all-weather ETF portfolio. It's a simple, low-maintenance, low-cost, long-term diversified ETF-based portfolio that I use for my own long-term money, and as a template for discretionary portfolios for thousands of investors over the past 2 decades. It's simple, effective, and it works. 

Ashley Owen Jun 25, 2024 12
MoneyRetirement planningInvestment & Wealth Mgmt
‘What’s your Number? Part 2: 17 key factors driving ‘How much do I need’ & ‘How much can I spend?'

Here are 17 key drivers that determine 'How much do I need to retire', and 'How much can I afford to spend?' How do they work, and how do they apply to you? This handy guide will help you come up with your own Number that suits your needs and goals.

Ashley Owen May 14, 2024
MoneyRetirement planningInvestment & Wealth Mgmt
What's your Number? Part 1: 'How much do I need to retire?', 'How much can I afford to spend?'

Here we tackle these difficult questions, and similar questions like: 'When can I afford to retire?' 'Will my money last as long as I do?   Here are the two key Numbers to tackle these questions.  Plus two quick tests to help measure progress toward your goal.

Ashley Owen May 10, 2024
Retirement planningInvestment & Wealth Mgmt
Personal milestones for January 2024

January is often a big month for personal milestones.  Here are mine:

Ashley Owen Feb 08, 2024
Stock market crashesWars & military conflictsInvestment bubbles/busts, cyclesInternational sharesAustralian shares Asset classes, asset class returnsRecessionsRetirement planning
124 Reasons NOT to invest! - This time is different - or is it?

Every year there are ‘End of the world’, or ‘End of life as we know it’ crises and threats that scare investors into waiting and watching from the sidelines, but share markets have always seemed to power through them. Are the current batch of threats and fears different this time?

Ashley Owen Jan 17, 2024

 

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Chris Cuffe, AO – One of Australia’s best known and most experienced investment managers – former CEO of industry giants Colonial First State, then Challenger Financial; founder and Chair of Australian Philanthropic Services, and Third Link Growth Fund; current/former chair, director and/or investment committee member of numerous funds including UniSuper, Argo Investments, Hearts and Minds Investments, Paul Ramsay Foundation, and many others. Read more.

 

‘For many years, Ashley has been my go-to source of information and analysis on what’s going on in financial markets and why.’

“Ashley has an encyclopaedic knowledge of the markets – I call him Mr Google!”

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“What sets Ashley Owen’s analysis apart from investment banks and the financial press is his deep fact-based understanding of long-term financial data, rather than getting caught up on the daily noise over issues that may generate trades or sell newspapers today, but will be irrelevant and misleading two years from now.” 

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.