News

Our insights on the latest news, trends and changes related to financial advice.

Decision fatigue and wealth creation

Updated 21st September 2025.

The Challenge of Too Many Choices

With so much going on in our lives and constant news from around the world, it has become especially apparent the value of having a trusted partner/adviser in the area of overall financial management. Given the amount of noise and sheer number of changes, it has...

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August 2025 Economic & Market Review – Small Caps Surge, Earnings Shine, and Policy Paths Diverge

Talking points

  1. Markets climbed even through political drama: Despite weak US labour data, Trump’s firing of the Bureau of Labour Statistics chief, and tariff tensions—equity markets posted strong returns.
  2. Small caps stole the spotlight: In the US, the S&P 600 surged 6.9% on strong earnings, outpacing large-cap benchmarks. In Australia, the Small Ordinaries index
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July 2025 Economic & Market Review – Stocks Climb, Inflation Eases, and Tariffs Hit Copper

 

1. US stocks kept climbing: July marked another winning month for US markets, with the S&P 500 and Nasdaq both hitting record highs. Low volatility and strong early earnings gave investors confidence.

2. Australian shares started the year strong: The ASX 200 gained 2.4% in July, led by...

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