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

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