Latest posts

Stock Market Volatility 2022

Experts weigh in on market volatility for 2022

by David Olsen | Jan 24th 2022

We speak to seven experts in the Australian investing market to find out the key trends investors need to look out for in 2022.

Evaluate a stock

How to evaluate a stock

by Angela Thompson | Dec 12th 2021

Investing in share markets may be easier than ever, but evaluating which shares to buy still takes some skill. Keep reading to learn how to evaluate a stock.

family trusts

What are the advantages and disadvantages of family trusts?

by Stebin Sam | Nov 30th 2021

A family trust is a discretionary trust that is used in Australia to hold the wealth and assets of a family. Learn more in this article from LegalVision.

CAGR Compound Annual Growth Rate

What is the Compound Annual Growth Rate (CAGR)?

by Stephanie Stefanovic | Nov 22nd 2021

The CAGR is one of several metrics investors can use to measure and compare the past performance of investments or project expected future returns.

Mutual funds vs. ETFs Canada (2)

Mutual Funds vs. ETFs in Canada

by Stephanie Stefanovic | Nov 9th 2021

In this blog we’ll explore how mutual funds and ETFs differ, and what you need to look out for if you’re a Canadian looking to invest.

4 ways to reduce your investment risk 3

4 ways to reduce your investment risk

by Bessie Hassan | Nov 8th 2021

If the thought of potentially losing the money you invest scares you (you’re not alone), don't reject investing entirely, here's how to reduce investment risks.

Stock Transfer Agent USA

What is a stock transfer agent?

by David Olsen | Oct 29th 2021

A stock transfer agent acts as the official record keeper for publicly traded companies to track the individuals/entities that own stocks or bonds in a company.

Time-weighted vs. money-weighted rates of return

Time-Weighted vs Money-Weighted Rates of Return

by David Olsen | Oct 22nd 2021

We often get asked the difference between time-weighted versus money-weighted returns when calculating portfolio performance. Let's dive into the differences.

How to track ETFs

How to track exchange-traded funds (ETFs)

by David Olsen | Oct 20th 2021

Like all investments, it’s critical to track the performance of and distributions earned by exchange-traded funds (ETFs) in your portfolio.


What is a real estate investment trust (REIT)?

by David Olsen | Oct 13th 2021

REITs offer investors an alternative to direct property investing by offering exposure to the property market through a listed investment vehicle.

Open-Ended Investment Company (OEIC)

What is an Open-Ended Investment Company (OEIC)?

by David Olsen | Oct 7th 2021

Open-Ended Investment Companies or OEICs are investment vehicles established as companies that are similar to both Unit Trusts and Exchange Traded Funds (ETFs).

How to interpret the PE ratio

How to interpret the P/E ratio

by Andrew Bird | Sep 21st 2021

The Price to Earnings ratio (P/E ratio) can can hide a number of subtleties, so it's important to understand what you're looking at when interpreting the data.