HNW investors are more likely than mass affluent investors to be actively engaged in managing their investment portfolios and to consider a more aggressive strategy amid the wild market volatility.
Read More
A couple of clients recently mentioned, “A financial reporter said Warren Buffet is 'cashing up, he is selling stocks and keeping his funds in cash for now’. Would it be prudent for us to follow his lead?”.
At Evolution Financial we do follow Warren Buffet quite closely as you would imagine, last year Brad & Ian even travelled to Omaha to listen to the great man in person, whereas this year it was online due to COVID19.
Read More
A fantastic achievement by Ecofibre subsidiary, Hemp Black, launching their very first product in the USA, a copper and hemp infused 3D Knit Face Mask with antimicrobial and anti-odor properties built into its high-performance yarns.
Read More
Fortunately much has changed as we come out the other side but still interesting to look back at how much of an impact it made during that period of peak uncertainty and to help understand that some effects and flow on will linger and cause issues for the forthcoming 6 months due to it having an unprecedented effect on the economy and our way of life.
Read More
As you are aware, we are monitoring the developments around coronavirus with a cautious eye, and offer the following as a summary of a number of Psychological Investment Behavioural Studies that we’ve accessed on your behalf.
Read More
We came across this article by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia. Here, he discusses why it is important to tune out of the market noise and focus on the investing factors that you can control.
Read More
On Tuesday the 25th of February, our three advisers Brad, Ian and Zak made the trip down to Brisbane to attend the Magellan Investor Evening Series. We consider this to be an important event on the calendar for Evolution Financial, as you would all know Magellan forms a significant part of each of our client portfolios, and their leader Hamish Douglass is one of our most respected investors in the entire industry.
Read More
We continue to monitor this area with a cautious eye, and offer the following article as a summary of various expert commentary.
Read More
Following our official merger back in October the Evolution Team enjoyed celebrating at Howlin’ Jays down at the Pier Complex.
Read More
Attempting to 'time the market' can be an expensive and unrewarding process, explains Charlie Aitken, Chief Investment Officer at Aitken Investment Management. Here, he discusses why he's tuning out the noise and focusing on the long-term.
Read More
The environment of low interest rates is challenging for those relying on investment income to fund their living costs and investing for income can seem daunting. This article by Shane Oliver looks at five charts that are useful in understanding investing for income.
Read More
Have you ever thought about investing in shares but don’t know where to start? We came across this interesting article that explains what shares are, how they work and why the bulk of adult Australians who own shares – directly or through managed funds/super – see it as a primary strategy for generating long-term wealth.
Read More
Death isn’t something you want to plan for. But like getting a job, owning a home or having kids, an estate plan is really just another part of growing up. This article provides some insights on why an estate plan is so important and when you should make a start on yours.
Read More
We recently came across an interesting article by author and blogger Jason Murphy written several years ago. There are now almost 300 Bunnings nationwide and here are some of the tactics Bunnings uses to reinforce the widely-held belief they are so cheap.
Read More
Dividend imputation has made Australian companies manage their capital more efficiently, which makes them sounder investments. Kate Howitt from Fidelity International explores some of the franking credit myths around the effectiveness of a tax system that has served Australia well since 1987.
Read More
Evolution Financial investors score well with high performing cannabis start-up
Read More
Very exciting developments in the AI world right here in Qld! We are proud to partner with these guys as lead investor and help bring this to life.
Read More
Brad recently attended a USA Investment Tour from New York to Las Vegas. From Hedge Fund Managers to large financial institutions to McDonald's global headquarters to IT Start Ups, it was full of insights and investment learning as we continue to look for investment opportunities outside the square. No visit though more insightful then the 88 year old Oracle of Omaha - Mr Warren Buffett!
Read More
The Evolution Financial team had a fantastic night supporting this incredible charity to help raise much-needed funds for local sick children and their families when they need it most!
Read More
The Townsville North Queensland Economic Snapshot provides a regional economic outlook and commentary with key quarterly statistics including unemployment, business confidence, property sales and building approvals.
Read More