Tag Archives: Vanguard
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 Age Pension, Deeming Rates, Federal Budget, Financial Investments, Inflation, Interest Rates, Investment Returns, Retirement Planning, Social Security, Vanguard
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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 Australia, Financial Advice, investment confidence, Investment Trends Report, Retirement Savings, Self-Managed Super Funds, SMSF, Superannuation, Vanguard
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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 Australian Equities, Diversification, ETFs, International Equities, Investment Trends, Managed Funds, Retirement Planning, SMSF, Superannuation, Vanguard
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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 Behavioral Economics, Behavioral Finance, Daniel Kahneman, Decision Making, Financial Planning, Investment Decisions, Investor Psychology, Prospect Theory, Vanguard
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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 Concessional Contributions, Financial Advice, Financial Planning, Investment, Non-Concessional Contributions, Retirement Planning, Retirement Savings, super contributions, Superannuation, Vanguard
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Vanguard’s April 2024 investment and economic outlook
Our region-by-region economic outlook and latest forecasts for investment returns.U.S. Consumer Price Index (CPI) data for March underscore the challenge faced by Federal Reserve policymakers as they try to guide inflation down toward their 2% target. Getting there would require … Continue reading
Posted in April Vanguard, Economic Insights, Vanguard Insights
Tagged Benchmark interest rate, Core CPI, Economic forecasts, Federal Reserve, Financial Markets, Financial Planning, Global economics, Housing demand, Housing supply, Inflation, Investment Returns, Investment Strategies, Investment strategy, Labor market, Market outlook, Market Trends, Mortgage rates, Region-by-region economic outlook, Services excluding shelter, Shelter prices, U.S. Consumer Price Index (CPI), Vanguard, Wage growth
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Active or Index Funds: What’s the Difference?
Active or Index Funds: What’s the Difference? Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds, also known as … Continue reading
Posted in Active Investing, Index Investing, Investment Strartegies
Tagged Active Investing, Asset Management, ASX200, Blackrock, Diversification, ESG Investing, ETFs (Exchange Traded Funds), Financial Markets, Financial Planning, Fund Fees, Index Investing, Investment Performance, Investment Strategies, Long-Term Wealth, Market Trends, Mutual Funds, S&P500, SPIVA, Vanguard
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