Category: Investment Strategy
-
Why Mark has been talking about “Rice and Beans” (and why you should too)
Are you buying toys, or are you buying your freedom? Mark explores why JL Collins’ ‘Simple Path to Wealth’ has become his favorite topic for client reviews. Learn the parable of the Monk and the Minister and how to turn your portfolio into a freedom-producing machine.
Written by
-
Outlook Series: Global-X
Economic History, Economic Insights, ETF, Federal Budget, Index Investing, Investment Strategies, Investment StrategyFollowing our look at Schroders’ high-pressure economic outlook last week, I recently attended a webinar for the Global X 2026 Market Outlook. While Schroders focused on the structural shifts of a high-pressure environment, Global X frames 2026 as a “Formation Lap”—a critical transition from a multi-year tightening cycle to one of coordinated global renewal.
Written by
-
The Financial Advice Paradox: How Paying for Advice Could Save You Money
Financial Advice, Investment Fees, Investment Platforms, Investment Strategy, Retirement Planning, SuperannuationMost people assume financial advice is an expensive luxury. We break down the numbers to show how a professionally managed superannuation strategy could actually be cheaper than a typical default fund, thanks to modern investment structures that reduce underlying fees.
Written by
