September 21, 2021
In The Rear View Mirror
“You don’t get paid for what’s already happened. You only get paid for what’s going to happen in the future. The past is only useful to you in the extent to which it gives you…
March 31, 2021
The Sustainability Opportunity
Sustainable Investing Makes Sense. Our Investment partner, Dimensional agrees. Sustainability goes beyond reduce, reuse, and recycle. Today more than ever, investors are calling for sustainability opportunities, and markets are answering. But investing isn’t as…
March 14, 2021
Tales from the Crypto: How to Think About Bitcoin
Bit Coin, “Everything you don’t understand about money combined with everything you don’t understand about computers.” — HBO’s Last Week Tonight with John Oliver, March 11, 2018 Bitcoin and related cryptocurrencies (now numbering in the…
July 30, 2020
Investment Scam (Repost)
Written and accurate as at: 10 Jul 20136 million people are exposed and 800,000 fell victim and lost almost $1billion via scams and fraud. Are you part of this statistic? Given that many of the…
January 14, 2019
How to Achieve Your Most Ambitious Goals
How you define Stephen Duneier depends on how you came to know him. Some define him as an expert institutional investor, while others know him as a large scale installation artist, avid outdoorsman, professor, decision…
January 11, 2019
The 2018 HILDA Survey: Financial literacy quiz
The Household, Income and Labour Dynamics in Australia (HILDA) Survey collects information on many aspects of life. We explore the financial literacy quiz contained within the 2018 HILDA Survey. Written and accurate as at: 9…
April 20, 2018
Personal finance journey: The musical
The journey towards reaching your financial goals and objectives can start with a simple light bulb moment. The realisation of the importance of, and benefits associated with, seeking professional advice. Professional advice can help shine a…
March 9, 2018
Financially-savvy travelling in retirement
Published on 9 March 2018 Travelling in retirement can often be high on the priority list. You worked hard to accumulate wealth during your working years to live a comfortable lifestyle in retirement. Now,…
March 9, 2018
Household expenditure: Finding surplus income
Published on 9 March 2018 Have you started to feel a slight pinch in the hip pocket when it comes to the availability of surplus income? Identifying and using surplus income appropriately can be helpful…
March 9, 2018
Personal Insurance for Families – Animation
Many families have personal insurances in place for the household’s main or sole income earner, but what about the non-working spouse? According to Salary.com’s 16th Annual Mum Salary Survey, which surveyed 15,000 mums, a stay-at-home-spouse is…