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Financial Insights & Updates – January 2024

[vc_row][vc_column][vc_column_text]Welcome to the first issue of Financial Insights and Updates of 2024!We hope that the Christmas break allowed for all the rest and recuperation you needed and that 2024 has started well. Already we are nearing the end of January. How time flies.

This month we have included a ‘Vanguard Economic and Market Outlook 2024‘ which is signaling a return to sound money. Sound money is the result when interest rates are above the rate of inflation, a development expected to persist in the years ahead. For well-diversified investors, the persistence of higher real interest rates provides a solid foundation for long-term risk-adjusted returns.

Other interesting articles include ‘How does gold stack up?’, which looks at gold as an investment option, and ‘Stability vs Freedom – The Evolution of Housing Choices’ which looks at the pros and cons of renting for life.

As always, feel free to forward any articles to friends and/or family that you feel may benefit from the information.

In signing off, please remember that we are always available to answer any questions or queries you may have and to come speak with us before making any major investment decisions.

 

Warm regards,

The Wealth Connexion Team

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Feature Article:

[/vc_column_text][vc_custom_heading text=”Vanguard Economic and Market Outlook” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes”][vc_single_image image=”6906″ img_size=”large” alignment=”center” style=”vc_box_border”][vc_btn title=”Click here to access the article” style=”custom” custom_background=”#ae9257″ custom_text=”#ffffff” align=”center” link=”url:https%3A%2F%2Fwealthconnexion.us3.list-manage.com%2Ftrack%2Fclick%3Fu%3Da3e36438b5af3c2f99abd4701%26id%3D9daff37ac3%26e%3Df991217631|target:_blank”][vc_separator border_width=”3″][vc_single_image image=”6907″ img_size=”large” alignment=”center” style=”vc_box_border”][vc_custom_heading text=”A Simple Way to Retire Earlier” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes”][vc_column_text]

Using a fundamental investing principle could help many Australians bring their retirement forward.

[/vc_column_text][vc_btn title=”Read more” style=”custom” custom_background=”#ae9257″ custom_text=”#ffffff” align=”center”][vc_separator border_width=”3″][vc_single_image image=”6909″ img_size=”large” alignment=”center”][vc_custom_heading text=”How Does Gold Stack Up?” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes”][vc_column_text]

Gold has been glittering for some time, but many share market investors have outperformed.

[/vc_column_text][vc_btn title=”Read more” style=”custom” custom_background=”#ae9257″ custom_text=”#ffffff” align=”center”][vc_separator border_width=”3″][vc_single_image image=”6910″ img_size=”large” alignment=”center”][vc_custom_heading text=”A Self-Employed Superannuation Guide” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes”][vc_column_text]

When you’re at the helm of your own business, it’s easy to get caught up in the whirlwind of the present – chasing sales, generating leads, and growing your business. Often, self-employed people prefer reinvesting back into their businesses, hesitant to stash money away in superannuation.

[/vc_column_text][vc_btn title=”Read more” style=”custom” custom_background=”#ae9257″ custom_text=”#ffffff” align=”center” link=”url:https%3A%2F%2Fwealthconnexion.us3.list-manage.com%2Ftrack%2Fclick%3Fu%3Da3e36438b5af3c2f99abd4701%26id%3D8d1791115a%26e%3Df991217631|target:_blank”][vc_separator border_width=”3″][vc_single_image image=”6911″ img_size=”large” alignment=”center”][vc_custom_heading text=”Stability vs Freedom – The Evolution of Housing Choices” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes”][vc_column_text]

The image of a standalone family home, a spacious backyard for the kids to play, and a barbecue area for weekend gatherings was once the status symbol of society; an indicator of success and stability for all that held the title (deed).

[/vc_column_text][vc_btn title=”Read more” style=”custom” custom_background=”#ae9257″ custom_text=”#ffffff” align=”center” link=”url:https%3A%2F%2Fwealthconnexion.us3.list-manage.com%2Ftrack%2Fclick%3Fu%3Da3e36438b5af3c2f99abd4701%26id%3D1a26f46d2e%26e%3Df991217631|target:_blank”][vc_separator border_width=”3″][vc_single_image image=”6912″ img_size=”large” alignment=”center”][vc_custom_heading text=”Active or Index Funds What’s Your Best Bet” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes”][vc_column_text]

Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds, also known as passive funds.

[/vc_column_text][vc_btn title=”Read more” style=”custom” custom_background=”#ae9257″ custom_text=”#ffffff” align=”center” link=”url:https%3A%2F%2Fwealthconnexion.us3.list-manage.com%2Ftrack%2Fclick%3Fu%3Da3e36438b5af3c2f99abd4701%26id%3D743e9dbb87%26e%3Df991217631|target:_blank”][vc_separator border_width=”3″][vc_single_image image=”6914″ img_size=”large” alignment=”center”][vc_custom_heading text=”The Hidden Gem of Travel – Insurance” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes”][vc_column_text]

Lost luggage, medical emergencies, travel disruptions, theft—these are the unexpected surprises that can accompany travelling.

[/vc_column_text][vc_btn title=”Read more” style=”custom” custom_background=”#ae9257″ custom_text=”#ffffff” align=”center” link=”url:https%3A%2F%2Fwealthconnexion.us3.list-manage.com%2Ftrack%2Fclick%3Fu%3Da3e36438b5af3c2f99abd4701%26id%3D45616d8100%26e%3Df991217631|target:_blank”][vc_separator border_width=”3″][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]

Disclaimer
This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of publish.

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