How to manage investment risk in your portfolio

Posted by James Cavanough on 27-Mar-2019 16:57:44

When it comes to investing, focusing on the negatives isn’t helpful. Instead, it’s better to develop your personal investing strategy and then stick to it. This is often easier said than done. How do you know which risk factors are relevant to your portfolio? Not all risks are the same and each portfolio has different underlying goals and objectives.

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Topics: wealth management

Have you got all the bases covered?

Posted by James Cavanough on 01-Mar-2019 12:18:57

2019 is likely to be filled with a large amount of ‘media noise’. We are heading for a Federal Budget in April, and a Federal Election in May, on top of all the other sensationalised news items we are subjected to day in and day out.

Are you finding this noise distracting? Have you also noticed the Australian economy’s performance is a bit flat?

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Topics: wealth management

It’s Not All Bad News for You and Your Finances

Posted by James Cavanough on 03-Dec-2018 16:05:11

The festive season is a great opportunity to spend some quality time with family and friends. It’s the best time to truly relax, go on a holiday, or shop up a storm at the boxing day sales. It is also a good time to reflect on what’s happening in the world and reflect on your own financial position. In the last few months we have been subjected to an endless flow of negative news. We’ve been getting daily updates on the Banking Royal Commission and sensational news stories about the political and economic state of the world. But are things really that bad?

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Topics: wealth management

bubbles, downturns and headwinds ... let's talk property

Posted by Ian Walker on 20-Sep-2018 17:41:51

There has been plenty of media coverage lately on the property bubble, the property downturn, the property headwinds, first home buyers, too many units and many other click-bait-orientated headlines. 

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Topics: property investment

Earnings season insights - September 2018

Posted by James Cavanough on 20-Sep-2018 16:50:15

FY2018 results

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Topics: financial planning

Financial Considerations in Your 40s Blog

Posted by Ian Walker on 31-Jul-2018 20:20:22

Following on from my previous blog, Financial Advice for 30 Somethings, I thought I would touch on financial considerations for people in their 40s.

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Topics: financial plan brisbane

The True Cost of Cancer June 2018 Blog

Posted by James Cavanough on 22-Jun-2018 16:23:51

The unfortunate facts about cancer

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Topics: insurance, cancer insurance

The Power of Holistic and Independent Financial Advice

Posted by James Cavanough on 02-May-2018 13:00:12

Our mission

In 2013, Ian Walker and I established Lantern Advisory to "deliver holistic and independent advice to create and protect the wealth of our clients". However, our mission has always been much deeper than this statement.

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Topics: financial planning, wealth management

More to Investing than Term Deposits and Blue Chip Shares

Posted by James Cavanough on 01-Mar-2018 09:12:15

The Australian term deposit landscape

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Topics: financial planning, blue chip shares, term deposits, diversified portfolio

Self managed super funds - update for investors

Posted by James Cavanough on 13-Nov-2017 08:40:00

Demand for Self Managed Superannuation Funds (SMSFs) is still strong, particular in the 45-55 year age bracket.

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Topics: SMSF, Self Managed Superannuation Funds, SMSF management