Hot Topics

How to plan for a better retirement

April 17, 2018 | Robin Bowerman, Vanguard Investments Australia

Many investors concentrate on accumulating wealth during their working lives to pay or help pay for their retirement, yet don't give enough attention to planning for a retirement that may last 25 years or longer.

A lack of retirement planning makes retirees more financially vulnerable than necessary in numerous ways.

Dollar-cost averaging: An investor's emotional circuit breaker

April 17, 2018 | Robin Bowerman, Vanguard Investments Australia

The latest bout of higher sharemarket volatility reinforces the potential benefits of a disciplined investment strategy called dollar-cost averaging. It can act as an investor’s emotional circuit breaker and a means to progressively create long-term wealth.

Dollar-cost averaging simply involves investing the same amount of money into, say, shares or managed funds at regular intervals over a long period – whether market prices are up or down.

Outside super: Our other personal investments

April 08, 2018 | Robin Bowerman, Vanguard Investments Australia

How does the value of your non-super savings compare to the value of your super savings? And do you take both into account when setting the most appropriate asset allocations for your portfolios?

These are key questions for many investors – particularly considering that the total value of Australia's non-super personal investments now exceeds the total value of our super.

How to reduce your downside risk

April 08, 2018 | Robin Bowerman, Vanguard Investments Australia

The addition of indexing to a portfolio of actively managed investments may markedly reduce an investor's downside risk.

A recent Vanguard research paper looks at the possible impact on downside risk if a selection of actively managed equity funds had instead half of their portfolios indexed.

Why your retirement intentions are critical

March 19, 2018 | Robin Bowerman, Vanguard Investments Australia

Have you given much thought to the age that you might eventually retire?

Thinking well ahead about possible retirement timing is a fundamental part of financial planning – no matter whether you have spent years in the workforce or have just started your first job.

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