Sharemarket | Hewison

Sharemarket

This medical crisis has been very concerning for the entire global community and there are sure to be dire economic impacts. Sadly, many good businesses will not survive, and many jobs will be lost. As bad as it is likely to be, I think the outlook has been greatly exaggerated by some seeking a headline.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

Restrictions are being eased and the curve is flattening but we are still hearing about new cases and deaths. There have been recent positive reports of anti-viral drugs and many are hopeful of a vaccine. However, at the same time, there are many fears of a second wave of the virus as we near closer to winter.

With all this uncertainty, it is hard not to ponder what could be in store for the rest of the year. Of course, I would love to have a crystal ball and know what is going to happen, instead let’s look at a couple of the key questions on many people’s minds.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

No doubt, seeing the value of the sharemarket fall significantly over a short period of time can be stressful. While nobody knows when this ordeal will be over, it is important that investors stay level-headed and stick to their strategy. Just because the ‘on-paper’ value of an asset reduces; you never actually lose, or gain, any money unless you sell it.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

We acknowledge that times like this can be difficult for investors to hold their nerve and stay calm.

Some questions our clients have asked are:

  • How bad is this market going to get?
  • When will we see the bottom?
  • Is now the right time to buy/rebalance my portfolio?

Our clients at Hewison Private Wealth have been able to accept some uncertainty and stay calm for the following reasons:

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

What is a trade war? 

A trade war occurs when countries raise tariff’s (taxes) to trade with other countries. In the case of the US and China, we see the US imposing additional tariff’s on certain products so that it is more expensive for China to import goods into the US. 

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

Dividends have made headlines recently due to Labor’s proposal to remove refunds of excess franking credits to low and zero tax paying investors. Putting these proposed changes aside, I agree with Anton that dividend income will always remain an important element to consider when constructing an equity portfolio.

Below is a summary of Anton’s three key reasons why dividends have always been and will continue to be important for investors to consider.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

It is increasingly difficult to see the wood for the trees. As financial advisers we are often asked what the market will do today, tomorrow or next week. The simple fact is that nobody knows what the market will do today or tomorrow.

In fact, it’s anybody’s guess as to whether the market will go up or down on any given day. So don’t try to time markets over the short term.

Returns over time

Some time ago, Dr Shane Oliver, Chief Economist at AMP Capital, produced a graph (below) showing the percentage of positive sharemarket days over varying time periods.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

I was pleasantly surprised that many of my clients took this market movement in their stride, taking it for what it was – a correction. Nonetheless, I thought now would be an appropriate time to give it some context and answer a few questions that might be on your mind.

What spooked the market?

It all started on the back of good economic data in the US. Unemployment is at a 17-year low and wage growth at its strongest levels since 2009.

How can this be a bad thing?

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Sharemarket

In this weeks episode Nathan and Glenn attempt to demystify the sharemarket and explain what to look for when looking to invest in shares. Things discussed include the history of the stock market, how to trade, what determines price and some key ratios to understand.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.