All posts by Dave Rae

CERTIFIED FINANCIAL PLANNER

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, […]

This Behaviour Could Be Blocking Your Path to Wealth

  One of the most destructive wealth behaviours is the need to own the biggest, best, latest, shiniest – house, car, toys…stuff. Appearing wealthy to everyone around you is not the same as being wealthy. […]

Reading List: Impact Investing

A collection of articles on impact investing – from starting out to taking a deep dive. New to Impact Investing? Impact Investing Australia Impact Investing Glossary – Impact Investment Forum (RIAA) 10 Reasons Why You Should […]

20 of The Best Quotes on Money and Real Wealth

What can we learn about real wealth from some of the best minds in history.

When it Comes to Your Money, No News is Good News

In markets, bad news can lead from worry to fear to panic. How can we deal with this to avoid money mistakes?