Superannuation and pension accounts form a significant portion of financial advisory firms’ business. The vast majority of retirees have common core needs and concerns:
Superannuation and pension accounts form a significant portion of financial advisory firms’ business. The vast majority of retirees have common core needs and concerns:
John Templeton, one of the world’s greatest investors, once famously said, “If you want to have a better performance than the crowd, you must do things differently from the crowd.” Templeton’s wisdom is particularly pertinent for today’s investors, who continue to pile desperately into overpriced stocks and property markets in the search for yield among record-low global interest rates.
During market downturns, investors are commonly advised to stick with their strategic asset allocation rather than crystalise their losses in the hope that the downturn will be short lived and that returns will revert to historical norms.
