Build your financial security with OBT Financial Group – Lockyer Valley’s Business of the Year 2015 and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 30 years.
Normally you wouldn’t draw many similarities between a nutritionist, a balanced diet and a fund manager. However, we have some food for thought.
Big Tech’s market might in five charts
How would the US market have performed without Big Tech? How do their profits compare? Our charts reveal the market dominance of the “FAMAGs”.
Fight the flight when investing
It is absolutely important that investors avoid emotional, panicked decision making. Investors who panic sell run the risk of selling low and crystallising losses in their portfolios. Read why.
How to manage anchoring bias
Anchoring is one of many behavioural heuristics or biases that can inhibit investor returns. Whether you are investing on your own behalf, or consult a financial advisor, we hope the examples and suggestions here help in your decision making process.
Using diversification to combat risk
One of the most important principles of investing is to ensure that you have a diversified portfolio. Read why.
Managing the urge to switch investments
We are so busy in our lives today. Decisions are made instantaneously, but knee-jerk reactions are often the wrong course of action. Taking the time to evaluate a situation can lead to a more informed decision and a better result in the long term.
Why investing for retirement is different
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
The private equity opportunity
The private equity universe is vast, differentiated by types of companies, investment strategies, and implementation options. Private investment vehicles differ markedly across these variables and, as with listed equity vehicles, it makes good sense to have more than one in your portfolio.
Investment cycles
What are the consequences of this emotional roller-coaster? Emotions turn rational investors into irrational investors. So, it is important to remember that markets move and investments will always go in and out of favour. Developed, diversified long-term financial plans are placed in jeopardy when investors… Read More >>
More benchmarks in the world than stocks
How benchmarks can affect you The number of indices benchmarking portfolio performance in the world now far exceeds the actual number of stocks in the world. This is patently absurd. Benchmarks and indices were first created to collate and measure the performance of a basket… Read More >>
