Monday, 9 November 2009

Welcome to the innaugural edition of Be Wealthy, the Financial Services newsletter from William Buck.


For spring our theme is long-term investing and its accompanying rewards. The following articles from various sources aim to provide some much needed context for the financial market events of the last two years and mirror our own sentiments and strongly held investment philosophies.

 

Markets update for September Quarter 2009

The ASX has posted its best quarterly performance since 1987 rewarding those that remained invested throughout the financial stress of 2008 & early 2009. Read about the events of the last quarter in world sharemarkets, interest rates & currency markets and our economic & equity markets overview...Read more

 

Market Rally – has it come too far?

The Australian sharemarket has rallied strongly since its lowest point in March this year - but has it reached its peak? In this comprehensive article, Mark Dutton (Chief Investment Officer) from AXA takes a look at what's behind the rally and assesses its sustainability over the longer-term. T...Read more

 

Waiting for the Right Time

Just six months ago, millions of would-be investors were reluctant to move into equities because the market was falling too fast. Now many are wary because the market is rising too fast. In the meantime, life moves on. This article was written by Dimensional Fund Advisors' journalist Jim Parker. ...Read more

 

Staying the Course has its Rewards

Despite delivering some of the worst annual returns in history, longer-term returns for growth assets have remained attractive in 2009. The Vanguard index chart attached provides a comprehensive snapshot of the last 30 years of performance returns for Australian shares against Cash rates. It is ...Read more

 

Contact Us

For assistance or more information on any of the issues highlighted in this edition of William Buck Financial Services, Be Wealthy please contact your local Advisor at www.williambuck.com.au. Alternatively you can contact a team member directly using the details shown below: ...Read more

 

Disclaimer

The material in this newsletter is for the benefit and information of clients. The items are in the nature of general comments only, and are not to be used, relied or acted upon without seeking further professional advice. William Buck accepts no liability for any errors or omissions, or for any ...Read more