Video
The 60-40 Portfolio – October 2022 [Video]
1 November
Over the past couple of months, the "60-40 portfolio" has received some attention in financial media forums. The 60-40 portfolio assumes a 60% allocation to shares and a 40% allocation to bonds. Typically, when share markets record...[Read More]
Market Update – 27 September 2022 [Video]
28 September
Through to the end of September, we have seen a continuation of elevated volatility in investment markets as Central Banks attempt to reign in inflation. This 7-minute video looks at index returns for all asset classes - across...[Read More]
[Video] Market Update – 31 July 2022
31 July
During the 2022 calendar year, we have experienced elevated volatility in global investment markets across all sectors. This video looks at index returns for all asset classes to the end of the previous financial year - across...[Read More]
[Video] Market Update – 23 June 2022
23 June
The markets in 2022 so far have been mainly influenced by rising inflation and Central Bank monetary policy. The central banks around the world have commenced raising interest rates. The Reserve Bank of Australia (RBA) has raised...[Read More]
[Video] Market Update – May 2022
2 May
The markets in 2022 so far have been influenced by rising inflation, the conflict in Ukraine and continuing supply chain disruption. The central banks around the world have commenced raising interest rates and the Reserve Bank of...[Read More]
[Video] Risk Profiles and Tolerance to Investment Risk
27 February
Assessment of your tolerance to investment risk is an important step in determining an appropriate investment strategy. A higher allocation towards growth assets is very likely to provide higher long term returns. However, a higher...[Read More]
[Video] Market Update – 29 January 2022
30 January
The 2021 calendar year saw positive returns for growth assets generally. However, we have seen a correction in share markets in January 2022. This video looks at some of the factors which are causing this increased level of market...[Read More]
[Video] Christmas greetings from the team at Wealth 21
6 December
Please note that our office will close at 5pm on Wednesday 22nd December. After a short break, our office will reopen at 9am on Wednesday 12th January 2022. We send our best wishes to you and your family for a happy Christmas and a...[Read More]
[Video] Merlea Economic Update – November 2021
29 November
With the potential for travel restrictions between state borders in the 2nd half of 2021, Brian Nash from Merlea Investments has not been able to travel from Adelaide to the Sunshine Coast for his quarterly Economic Updates for our...[Read More]
Australian Share Market Indices [Video]
1 November
The Australian share market includes companies in many different sectors of the economy. Different sectors can have varied performance based on the economic cycle and a range of other factors. This video provides a comparison of...[Read More]
[VIDEO] Introducing our new way of communicating with you
5 October
We are always looking for ways to add value to the relationship you have with Wealth 21. One of those ways is how we communicate with you. Our news page delivers articles, analysis and commentary from us and some leading news...[Read More]
[VIDEO] Getting your super started
21 July
It is important to start growing and actively managing your super as early as possible for your retirement. For most people, super begins when you start work and your employer starts paying super for you. If you’re a contractor or a...[Read More]
World War II: country-by-country count of human losses (in true scale) [video]
10 November
How many civilians and military died in WW2 (in true scale). World War II: country-by-country count of human losses Data source: National Ww2 Museum.org, World War 2 Statistics. * The data are an average of the different sources. It is impossible...[Read More]