Welcome to the latest edition of The Lander Report.
In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.
Welcome to the latest edition of The Lander Report.
In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.
Welcome to the latest edition of The Lander Report.
In this detailed analysis by Dr Jerome Lander, you’ll hear the full story with compelling clarity, logic and insight.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for investors.
The ASX200 fell roughly 10% in the financial year just finished, which included a terrifying 35% plunge and euphoric 30% rally in a 16-week period. This loss-making white-knuckle ride is not what investors seek, and has left many on the sidelines feeling cautious and confused.
The traditional risk-based investment approach, which determined how a client’s assets are invested based on their risk profile, aims to maximise returns for a given level of risk. Success is measured by comparing returns against market benchmarks, suggesting that investors should be pleased with negative returns, provided they are less negative than the benchmark! The approach also entails a high level of volatility that can decimate a client’s capital, particularly if they need to access their funds in the near term or lose faith in their investment plan and crystalise their losses.
Goals Based Advice is just the first step in Goals Based Investing.
An alternative investment is an investment product other than traditional investments such as stocks, bonds or cash.
The idea that we should invest to meet our needs and goals is basic common sense. However, somewhat surprisingly, that is not what most players within the investment industry do.
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