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Oct 14, 2024 | 
morningstar.com.au | Glen James
This article was provided by a third-party and the opinions expressed here are the author’s. Morningstar values diversity of thought and publishes a broad range of viewpoints. Planning for retirement can be a complex process, even for people with relatively simple circumstances. And let’s be honest—most people don’t have uncomplicated situations. Having a long-term partner, for example, adds complexity. If you’ve experienced a breakup and found a new partner, that brings even more layers.
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Sep 23, 2024 | 
smh.com.au | Glen James
By Glen James September 24, 2024 — 1.27pm, register or subscribe to save articles for later. Add articles to your saved list and come back to them any time. The number-one mistake I see people make when investing is majoring on the minor, particularly when starting out. There’s more to your investing strategy than just the broker or platform you invest through. Brokers and investing platforms all do the same thing.
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Sep 17, 2024 | 
moneymag.com.au | Jonathan Philpot |Tom Watson |Glen James |Paul Clitheroe
Whenever share markets go through a 10% fall - known as a share market correction - most investors tend to worry something really big is going on in the world and their investments will never recover. Unfortunately, sometimes they panic and hit the sell button, thus locking in those negative returns. There is no doubt a decline in portfolio value has a far bigger impact on an investor's emotions (about twice the impact) than gains in the portfolio.
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Sep 11, 2024 | 
theceomagazine.com | Paul Merrill |Glen James |Ruth Kilah |David Gevorkian
PhilanthropyCEO Dare to Cure has already raised A$8 million for research into childhood cancer. Are you brave enough to join other business leaders facing snakes, spiders, ice baths and broken glass at this year’s events in Sydney and Melbourne? Paul MerrillFinanceThis type of investing involves identifying and financing companies that are poised to benefit from specific trends, themes or disruptive innovations.
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Sep 3, 2024 | 
moneymag.com.au | Paul Clitheroe |Tom Watson |Glen James
Dear Paul,My mother, who is 64, does not work and has no income. She recently bought a small retirement unit in western Sydney with cash. She will move into the unit and she intends to rent out our family home and live off the rental income. Let's say the home is worth $1 million and she can get a net rental income of about $50,000 a year to live on.
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Sep 3, 2024 | 
moneymag.com.au | Michelle Baltazar |Hannah Tattersall |Tom Watson |Glen James
Private credit as an asset class has grown into a $3 trillion sector after super funds and big investors started piling in. But is it a good addition to a typical investor portfolio? Money's Michelle Baltazar takes a deep dive into this investment opportunity with private credit expert Paul Miron, co-founder of Msquared Capital, on this week's episode of Friends With Money. What exactly is private credit? How much do you need to get started? What fees are involved?
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Aug 27, 2024 | 
moneymag.com.au | Tom Watson |Nicola Field |Glen James
Published It's easy to start investing, but have you got the foundations, goals and financial structures in place to set yourself up for success? This week on the Friends With Money podcast, Money's Tom Watson talks with author and host of the Money, Money, Money podcast, Glen James, about the tips and lessons he's taken away from his investment journey so far. What made you want to write The Quick-Start Guide to Investing? What should investors do before they even start trading?
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Aug 27, 2024 | 
moneymag.com.au | Glen James |Nick Bradley |Tom Watson |Paul Clitheroe
Control your money? Control your future! So sit back and watch your wealth grow by investing the smart and simple way. The Quick-Start Guide to Investing will show you how to kick-start your share-investing journey today. No more gatekeeping. This handy, step-by-step guide gives you everything you need to know to consistently invest - and win - with the share market, ETFs, and so much more.
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Aug 25, 2024 | 
moneymag.com.au | Engel Schmidl |Tom Watson |Glen James |Jonathan Philpot
Founded as the Independent Order of Odd Fellows, the IOOF friendly society provided Australians with social and financial services governments did not offer. Funeral funds, medical insurance, and sickness and injury allowances from IOOF ensured working families were able to withstand life's misfortunes. This is the story of how the IOOF grew into a financial powerhouse.
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Aug 25, 2024 | 
moneymag.com.au | John Addis |Tom Watson |Glen James |Jonathan Philpot
The path to investing success is one of repetitive failure. The learning is in the failing. John Addis is a brilliant writer, thinker, investor and entrepreneur. For three decades he has been researching, writing about and investing in stocks in Australia and overseas. Over the years, he has made millions of dollars in his funds management business. He also estimates that he has lost $1 million along the way through mistakes he has made.
