by James Weir | May 5, 2025 | Education Series
In the first of a two-part interview, Steward Wealth’s James Weir engages with John Collins, principal of Black Pearl Private Clients, to delve into the critical role of estate planning in securing one’s legacy. With over 30 years of experience advising...
by James Weir | Apr 27, 2025 | Education Series
Robert Holmes a Court, the legendary Australian businessman, had something in common with Prince, the legendary American musician: they both died without a will. And it caused no end of headaches for their families. Nobody likes contemplating their own mortality, so...
by James Weir | Mar 11, 2025 | Market Updates / Reviews
At first, financial markets celebrated the election of Donald Trump as US president. But now it’s gone the other way, so what started as the Trump Bump has turned into the Trump Dump. So, what’s going on and what should you do? Donald Trump was elected to office in...
by James Weir | Jan 21, 2025 | Market Updates / Reviews
2024 – THE SCORECARD Financial markets have a way of taking people by surprise, and 2024 was no different. After delivering above average returns in 2023, forecasters were expecting a reversion to mean, instead, it was another banner year, with rampaging mega cap tech...
by James Weir | Dec 4, 2024 | Education Series
A young couple asked us recently for advice on whether they should invest their $400,000 of savings into an investment property or a share portfolio. Like the old days of Holden versus Ford, that’s precisely the question that can divide your typical Australian...
