All posts by Dave Rae

CERTIFIED FINANCIAL PLANNER

The War on Waste – Good for the Environment​ and Your Wallet

The new series of War on Waste kicks off on the ABC tonight at 8.30pm. It’s fair to say Series One last year was an eye opener for every day Aussies. Seeing just how much […]

Impact Investment Market Quadruples in 4 Years

Investors are realising they can do good with their capital without having to sacrifice the financial return. And fund managers and institutions are responding with new products to cater for a significant increase in demand. […]

Orkambi

Not long after my 19th birthday, I spent nine days in hospital after a burst appendix. It turned out to be a little more serious than I realised on my way in. I spent the […]

Budget 2018 – Election Ahead

ScoMo has just handed down his 3rd Budget. You know there is an election ahead when you hear the news that “unexpected revenue” means we get tax cuts. It’s a delicate balancing act trying to […]

Responsible Investing – The Rising Tide

Serious momentum is building in the responsible investment space. According to the Responsible Investment Association Australasia (RIAA), 9 in 10 Australians expect their super/investments to be invested responsibly and ethically. This is no longer a fringe […]

Tweets You May Have Missed

A few tweets I found interesting this week on:

Demographics and wealth, alternatives allocation, equality in funds management, investment contortions, SRI on the rise, today’s crazy headline, most popular money books ever and staring at your screen.

Tweets You May Have Missed

A few tweets I found interesting this week on:

Forecasting, a background to Finology, annoying finance phrases, solving business problems, retirement income nerves and sustainable investing.

When the Sharemarket Falls, Try This (Don’t Blow Your Top)

In the past week, we’ve seen volatility return to equity markets. Nothing unusual about that. The reason it felt strange is we’ve had an extended period of low volatility. The index has been in a […]

If Investment Funds Were Musical Styles

Let’s face it – there are so many different types of investment funds in the market, it’s hard to keep up. Even as a professional, I still have trouble working out what the latest “market […]

Intergenerational Wealth – You Made it, Don’t Let Them Lose It

The transfer of wealth in Australia looms as a significant opportunity with around $3.5 trillion expected to be passed down over the next 20 years[1]. While this equates to an average inheritance of about $320,000, […]