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Spencer Private Wealth

Home
Services
Pre-Retirement Planning
Managing Complexity
Helping You Adapt to Change
Our Planning Process
Investing
Insurance
Knowledge
FAQs
Our Financial Services and Credit Guide
About Us
Our Story
Our Team
Client Testimonials
Blog
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Blog

Karen S
4 September 2017
The Markets, Investing

Clean Air is Nice but Don't Forget the Turbulence

Karen S
4 September 2017
The Markets, Investing

In case you needed a reminder – the sharemarket does go down. It’s worth remembering this in a year which has so far been something of a rarity.

Karen S
22 August 2017
Investing

How Not to Invest: Episode #43827

Karen S
22 August 2017
Investing

From international tennis stars one week to the average mum and dad the next.

The ABC’s 7:30 recently featured a story on victims of poor financial advice (investors duped by a noted investment spruiker) who are calling for reforms to protect anyone else from suffering what they’ve endured over the past decade.

Tagged: Investing

Karen S
31 July 2017
The Markets, Investing, Australian Economy

2017 June Quarter Review

Karen S
31 July 2017
The Markets, Investing, Australian Economy

Political uncertainty remained a feature in the June quarter as President Trump dismissed FBI director James Comey and French and UK elections were held. In the EU, risk eventually retreated as the Centrist and Pro-EU candidate Emmanuel Macron won a convincing victory in the French elections.

Karen S
26 June 2017
Australian Economy

A Reminder on Email Safety

Karen S
26 June 2017
Australian Economy

The internet and email have changed the way we communicate over the last 20-25 years. While email may seem a little old hat these days with various social media tools emerging as ways to stay in touch, it’s still the major official point of contact between businesses and their clients or consumers.

Karen S
20 June 2017
The Markets, World News

How Quickly a Hot Market Can Change

Karen S
20 June 2017
The Markets, World News

If you’ve ever wondered about the impact psychology can have in real estate or financial markets, look no further than Toronto in Canada.

Karen S
9 May 2017
Australian Economy, Federal Budget AU

2017 Federal Budget Review

Karen S
9 May 2017
Australian Economy, Federal Budget AU

Last night’s budget was notable for its lack of major superannuation meddling for once. So, in the absence of any truly significant changes, we’ve pulled out the key points for you to consider.

Karen S
1 May 2017
The Markets, Investing, Australian Economy

2017 March Quarter Review

Karen S
1 May 2017
The Markets, Investing, Australian Economy

Global policy makers expressed a cautious welcome for continuing signs of improving activity during the March quarter. The Reserve Bank of Australia noted a pick-up in global trade and industrial production, alongside a tightening of labour markets.

Karen S
6 March 2017
Investing, The Markets, Australian Economy

SPIVA Scorecard for 2016

Karen S
6 March 2017
Investing, The Markets, Australian Economy

Every year S&P Dow Jones put out their yearly SPIVA scorecards and if they sound vaguely familiar it’s because we talk about them every year. We talk about them because they’re important.

Tagged: Finance, Australian Finance

Karen S
21 February 2017
Superannuation News

Superannuation Changes July 2017

Karen S
21 February 2017
Superannuation News

The argy-bargy is over and late last year the government’s superannuation reforms from the 2016/17 budget passed through both houses of parliament.

Tagged: Superannuation

Karen S
6 February 2017
The Markets, World News, Investing

2016 Year In Review

Karen S
6 February 2017
The Markets, World News, Investing

The dangers of basing investment strategies on media forecasts were highlighted dramatically in 2016 as the outcome of major world events and the market reaction to them confounded pundits.

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