Category Archives: May Vanguard

Interest Yields Versus Dividend Yields – Vanguard Report

Higher interest rates can lead to higher yields on certain investments, but not all. Learn the differences between interest yields and dividend yields to make informed investment decisions. Continue reading

Posted in Financial Planning, Interest Rates, Investment Strartegies, May Vanguard, Vanguard Insights | Tagged , , , , , , | Comments Off on Interest Yields Versus Dividend Yields – Vanguard Report

Know What You’re Paying in Super Fees – Vanguard Report

Lowering your superannuation fees can significantly boost your retirement savings over time. Learn what fees you’re paying and how to compare them to ensure you’re getting the best deal for your future. Continue reading

Posted in Financial Planning, May Vanguard, Retirement Planning, Superannuation, Vanguard Insights | Tagged , , , , | Comments Off on Know What You’re Paying in Super Fees – Vanguard Report

Warren Buffett’s $1 Million Index Fund Bet – Vanguard Report

Billionaire investor Warren Buffett, known for his active investment strategy, has long praised index funds for their low costs and broad diversification. His famous $1 million bet on an S&P 500 index fund versus hedge funds proved the point, highlighting the benefits of passive investing. Continue reading

Posted in Financial Planning, Index Investing, Investment Strartegies, Market Trends, May Vanguard, Vanguard Insights | Tagged , , , , , , , , | Comments Off on Warren Buffett’s $1 Million Index Fund Bet – Vanguard Report

How to Decipher the Freeze on Deeming Rates – Vanguard Report

The federal budget has announced a freeze on social security deeming rates until June 2025. This decision has significant income implications for Age Pension recipients and suggests potential changes in official interest rates. Learn what deeming rates are, their benefits, and what the freeze means for your retirement planning. Continue reading

Posted in Economic Insights, Financial Planning, Investment Strartegies, May Vanguard, Retirement Planning, Vanguard Insights | Tagged , , , , , , , , , | Comments Off on How to Decipher the Freeze on Deeming Rates – Vanguard Report

What Self Managed Super Fund Trustees Think About Running Out of Money – Vanguard Report

Self managed super fund (SMSF) trustees display higher retirement confidence compared to APRA fund members, with many showing minimal concern about outliving their savings. The 2024 Vanguard/Investment Trends SMSF Report highlights key trends, investment behaviors, and advice needs among Australia’s SMSF investors. Continue reading

Posted in Financial Planning, Investment Strartegies, May Vanguard, Retirement Planning, Self Managed Super Funds, Superannuation | Tagged , , , , , , , , | Comments Off on What Self Managed Super Fund Trustees Think About Running Out of Money – Vanguard Report

How more SMSFs are using ETFs and managed funds – Vanguard Report

Discover why a growing number of self-managed super fund (SMSF) trustees are incorporating exchange traded funds (ETFs) and managed funds into their portfolios. The 2024 Vanguard/Investment Trends SMSF Report reveals significant trends, including increased allocations to ETFs and managed funds, and the benefits driving these investment choices. Learn how diversification, access to specific markets, and cost-effectiveness are shaping the investment strategies of Australia’s SMSFs. Continue reading

Posted in Financial Planning, Investment Strartegies, May Vanguard, Retirement Planning, Self Managed Super Funds, Uncategorized, Vanguard Insights | Tagged , , , , , , , , , | Comments Off on How more SMSFs are using ETFs and managed funds – Vanguard Report

The two systems investors use in making decisions – Vanguard Report

Reflect on the profound influence of the late Daniel Kahneman, a pioneer of behavioural economics, and his insights into how we make investment decisions, highlighting the importance of understanding biases and decision-making systems. Continue reading

Posted in Consumer Behavior, Financial Planning, Investment Strartegies, May Vanguard, Personal Finance, Vanguard Insights | Tagged , , , , , , , , | Comments Off on The two systems investors use in making decisions – Vanguard Report

Five Super Steps You Could Take Before 30 June 2024 – Vanguard Report

With the end of the financial year approaching, here are five practical steps to boost your superannuation balance before 30 June 2024, ensuring a more secure retirement future. Continue reading

Posted in Financial Planning, Investment Strartegies, May Vanguard, Personal Finance, Retirement Planning, Superannuation, Vanguard Insights | Tagged , , , , , , , , , | Comments Off on Five Super Steps You Could Take Before 30 June 2024 – Vanguard Report

The Super Changes That Come Into Effect From 1 July 2024 – Vanguard Report

Discover the key superannuation changes coming into effect on 1 July 2024, designed to help Australians boost their retirement savings. Continue reading

Posted in Financial Planning, May Vanguard, Retirement Planning, Superannuation, Vanguard Insights | Tagged , , , , | Comments Off on The Super Changes That Come Into Effect From 1 July 2024 – Vanguard Report

What to Look for When Choosing a Financial Adviser – Vanguard Report

Choosing the right financial adviser can significantly impact your financial success. Discover the key factors to consider when selecting a financial adviser. Continue reading

Posted in Financial Planning, Goal Setting, Investment Strartegies, May Vanguard, Vanguard Insights | Tagged , , , | Comments Off on What to Look for When Choosing a Financial Adviser – Vanguard Report