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Winter Newsletter 2022

By Newsletter

With 2022 coming to a close, it is time for our Winter newsletter 2022, including:

“Opportunities, Like The Phoenix From The Ashes”, by Brian.
“How To Reduce Inheritance Tax”, by Gus and Hayley.
“My Experience With Dementia”, by Kylie.
“Reading List For Kids”, by Tara.

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Good Riddance To A Roller Coaster Year

By Market Commentary

This update runs longer than normal.  There is a lot happening! 2022 has been a year of transition.  Not just the end of the Elizabethan Age, but the end of an extraordinary 40-year downtrend in inflation and interest rates. We have said many times that when the latter trend ends, it will be painful, and you have begun to see that in 2022 – but it is only the beginning of adjustments.

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“Stop-Losses and Momentum Investing Don’t Work”. Let’s Look At The Evidence

By Market Commentary

This will be particularly interesting for those advisory clients who are using our discretionary fund management (DFM) service, or those who are contemplating doing so.  At a high level we often talk about the need for any successful investment strategy to be split between your attack and defence – this blog is about the defence.  Though written for DIY investors using FundExpert, this defence is at the heart of our DFM portfolios.“Stop Using Stop-Loss Orders…They Don’t Work!” is a headline we came across this week from Fisher Investments (the original article is actually from 2019 but we have clearly been too slow to react!).

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What Is A Superbubble? Be Afraid

By Market Commentary

At a high level we often talk about the need for any successful investment strategy to be split between your attack and defence.  This blog is about why you need such a defence – it is not to deal with run-of-the-mill falls, but ones potentially catastrophic for your life plans.  Though written for DIY investors using FundExpert, such a defence is at the heart of our DFM portfolios.”

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Dennehy Wealth