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Nov 02

Picking Winners (by Jim Parker Dimensional FA)

Anyone who sweats over the Melbourne Cup form guide each year might find themselves reflecting on the similarities between trying to select a winning horse and finding investment success by picking in...
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Sep 02

Holding your nerve as an investor

Lessons of the markets and unexpected news in 2020. Why did the market fall so much? Our friends at Dimensional FA try to answer this question....
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Jun 16

SPIVA: the surprising results and what it means for you

One of the most persistent debates in the investment industry is whether investors are better to use passive or active managed funds. With strong advocates on both sides of this debate, it may seem li...
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Feb 10

Forecasts you can count on

Anyone familiar with The Evidence-Based Investor will know we’re highly skeptical about the value of financial market forecasts. And if the events of 2020 didn’t convince you of that point, nothing wi...
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Feb 10

Building portfolios and a mindset for resilience

2020 has reinforced our thinking about how to have a better investment experience....
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Tailoring a solution that ultimately realises your financial ambitions starts by getting to know you.

Get in touch