Australian Investment Education

Introduction Estate planning and wealth preservation are vital components of a comprehensive financial strategy. While it may be uncomfortable to think about, planning for the distribution of assets and preserving wealth after one’s passing is essential for ensuring the financial security of loved ones and leaving a lasting legacy. This article explores the importance of estate planning and wealth preservation, highlighting key strategies to protect and manage assets effectively. Understanding Estate Planning Estate planning involves the creation of a comprehensive plan to manage one’s assets during their lifetime and efficiently transfer them to beneficiaries after death. It goes beyond simply writing a will and encompasses various legal documents and strategies tailored to an individual’s unique circumstances. A well-crafted estate plan takes into account tax considerations, minimizes administrative costs, and ensures that assets are distributed according to the individua...

  As the power of technology evolves, the ability to use A.I to automate your investment decisions is becoming ever more popular amongst traders. Here’s why having a robot hit the go button for you is so advantageous in today’s market conditions: How does A.I Fit into Trading? Artificial Intelligence (A.I) has the ability to evolve its algorithms over time, self-teach and gain advantages in areas of statistics. In the trading world, says host Andrew Baxter , more and more traders are using A.I to evolve their trading decisions based on back-tested results over a given period of time. The ability for A.I to automate specific entry and exit points as per a trading system is based purely on logic and statistics which is rarely something a human can do effectively and consistently. In any game of statistically based outcomes, computers will always have the upper hand compared to humans and so factoring this into your trading is certainly a worthy inclusion for thos...

Irrational Economics: Amidst the Coronavirus Pandemic, the economic statistics versus the economic narratives are painting two very different pictures. Our perceptions and opinions of what’s actually going on seem outrageously irrational given some statistics we have before us, here’s why : Concentrated confusion Any investor knows that you need to have confidence to successfully invest. Confidence means being certain, and as we all know – markets love certainty. The anecdotal evidence of our economic state seems to be rather different from how the statistics paint us. This means planting the flag in one spot as an investor becomes awfully challenging and anything but certain. Australia is experiencing a record rate of real unemployment yet has a 7-year high consumer confidence figure. Our property market is booming yet 1 in 7 rental properties have been left without a tenant. As host Andrew Baxter states, it just simply doesn’t make sense. The real rate of unem...

In this week’s MONEY AND INVESTING show Andrew Baxter is bringing up the topic of how we can set ourselves up well for the holidays that are approaching. He talks about the importance of taking a break and actually switching off, but also how to make sure you stay on track with your goals and objectives right up until that point.

As it turns out, it’s not just oil prices that have skyrocketed lately - there has also been a coal shortage in some of the main producing countries like India and Germany. What that means for our day to day living and our investment strategies is the hot topic of this weeks MONEY AND INVESTING PODCAST with Andrew Baxter and Mitch Olarenshaw.  

  Many “would be” investors think the best way to make profitable trades is to get a trading platform, look at the charts and just give it a go. If only it were that easy… Over a thirty year professional trading career and having helped “rehab” thousands of investors, I have learned that there is a lot more to it than that! And that’s where Investment News comes in.

  We’re living in unprecedented times and keeping the economy afloat is of paramount concern for not only governments but also banks. In order for our economy to keep ticking over, we need people to buy houses and invest in businesses – which they can only do with a loan from the bank. Fewer loans means less revenue, which means more provision of bad debt. The end result – a continual and consistent cut to dividends for their shareholders. And so the vicious cycle continues..

  For anyone looking to successfully learn how to invest in shares , they must also include a plan for creating and sustaining long-term profitability. This is a crucial stage, which is overlooked by many, and is how those who are profitable investors get the job done. We educate our clients, so they can enjoy long terms success in markets, enabling them to truly build wealth, based on a consistent process, that has comprehensive professional risk management, allowing our clients the opportunity to enjoy peace of mind and profitability. If you want a better outcome from your trading and investing, let us help you build things with a firm foundation – that is from the ground up, with strong processes and reliable techniques. This is exactly what we do, and we have helped thousands of people enjoy the success they deserve by making one clear and simple decision.

  The Options Made Easy service is designed to provide all of the tools and support needed for anyone looking to trade the stock and options markets. One of the biggest advantages of options as a trading tool, is their flexibility, providing the opportunity for profit potential whichever way the market is going – up, down or sideways! With an options strategy such as covered calls, many traders and superannuation investors look to generate additional cashflow for their portfolios in a lower risk way, by using this combo strategy. Add to this, the Dividend Centre, which you can use to best position yourself to receive the additional returns offered to investors through dividends, and your financial future is taking a turn for the good. At the other end of the spectrum, traders seeking more aggressive trading strategies and returns will find advice, education and recommendations for trade opportunities that target specific trading scenarios. To learn more ple...

Initial Public Offerings – A Risky Reward When a private company decides to go public and list through an Initial Public Offering (IPO), many investors salivate at the prospect of turning water into wine – a risk vs. reward decision that can either be extremely lucrative or a devasting disaster. IPO’s – What are they An Initial Public Offering occurs when a private company decides to list on the stock market as a public company. Their reasons for this are mostly always the same – to raise more capital in order to fuel growth and expansion. When a company decides to IPO, the stock price initially set based on their expected future earnings along with the number of shares they plan to issue – often accompanied by a large investment bank throughout the entire process. Turning water into wine The million dollar decision – which IPO is going to make you a fortune and which one is going to be a disaster. With IPO’s, you either get it really right or you get it really ...

Australian Investment Education is an industry leader, who since the late 1990’s, have been helping people just like you gain greater control over their investments. At AIE we don’t simply teach people how to trade, we actually teach people how they can make money from trading. Which is very different… With our services your time input is truly minimal, allowing your money to work harder while you work smarter!    

For anyone looking to successfully learn how to invest in shares , they must also include a plan for creating and sustaining long-term profitability. This is a crucial stage, which is overlooked by many, and is how those who are profitable investors get the job done. We educate our clients, so they can enjoy long terms success in markets, enabling them to truly build wealth, based on a consistent process, that has comprehensive professional risk management, allowing our clients the opportunity to enjoy peace of mind and profitability. If you want a better outcome from your trading and investing, let us help you build things with a firm foundation – that is from the ground up, with strong processes and reliable techniques. This is exactly what we do, and we have helped thousands of people enjoy the success they deserve by making one clear and simple decision.

Investing is often seen as being all about return. However, all returns are not the same! All too often, investors make the big mistake – the rookie error of selecting their investment strategy or approach based solely on return. How can looking at the return be a mistake? Looking at the return is not the mistake, ONLY looking at return is the mistake. For example, rather than just the percentage return, how volatile a return was it. You see, a strategy may have the capacity to generate a 30 or even 40% return for a month, but in achieving that, may have a very high volatility of return. You may make 30% but you could lose everything. This type of strategy would be typically speculative and one to avoid, unless you enjoy higher risks. Also important is the probability of return. In other words, how often are you right, versus how often are you wrong. While past performance is no guarantee of future performance, it can help in stress testing your strategy ...

  We provide Investment Reports about the Australian and Global Economy. We also publish reports about Australian and US Stocks in relation to the markets and how to profit from the opportunities that arises, through trade recommendations, tips and advice.

 There is no question that the start of the year has brought with it, a renewed sentiment toward the stock market. The bulls are back!! As discussed over previous weeks, falling cash rates have no doubt prompted investors to seek returns elsewhere – the market being a logical place. However, this isn’t simply a New Year phenomenon. The Australian Equity markets have risen by more than 19% since June last year. A recent survey of fund managers also showed an increased weighting toward the stock market too, underpinning this move up. So what about further growth for the Australian Equity Markets? Looking at some of the benchmark stocks we follow, Wesfarmers (owner of Coles, Bunnings, Kmart et al) reported stronger customer levels over the Christmas period. In its announcement today, sales for the 6 months to December, were up 4.7% on last year with similar gains in liquor sales too. Bunnings also posted similar gains in sales over this time frame. Any revisions up of...

  Stock markets rise and fall. But it is very rare for a singular event to cause global markets to plummet all at the same time. As global trade has become more efficient and economies become more intertwined with each other, the potential for markets to succinctly react in unison to major fundamental events, is increasingly more possible. The future for share investing will not only rely on information from the local bourse, but from major country trading partners and precedent set from key exchanges such as China, Japan, Germany and the US. Investment decisions will need to be made with a global perspective in mind. A stock market crash is very different to a Bear market, otherwise referred to as a Contracting Economy. Economies will expand and contract with cycles sometimes lasting years. More recently, the Australian economy experienced an Expanding economy between 2003 and 2008, and a Contracting economy between 2008 and 2009. Historically, there have been ver...

 I’ve seen clients makes thousands of percent on single trades. I’ve also seen clients wipe their accounts out on a single trade. The stock market is where dreams are made, and it is the hope of making money that continually drives investors to put their hard earned cash into the markets. A quote I heard a long time ago sums it up: “The stock market is the hardest way to make an easy dollar”.   Stock Market Beginners Expectations Unfortunately, most beginners have an unrealistic expectation of what is achievable. My approach is to establish a realistic expectation based on historical market performance, the amount of capital intended to be used, and the frequency the trader expects to buy and sell. From this point, I can create a benchmark of performance, and from there my goal is to outperform my expectations. Take Control of your Financial Future If you want to take control of your financial future, then you will most definitely want to consider investing in...

Crude Oil – you won’t believe what’s going on behind the world’s most heavily traded commodity Many investors miss out on the benefits of diversification and – for want of a better description, the pureness of taking a trade which “invests at the source”. What we mean by this; is that if you have a view on oil, why buy oil shares when you can trade the commodity itself? Pure exposure to oil price moves, not the messy performance of the company’s share price. Is this a new norm? After a period of sustained price pressure – as a result of the push in global economic growth, demand has slackened a touch and production increased. New sources – not discovery – but sources such as the fracking industry have contributed to a push higher in production, although one area which has many investors scratching their heads, is OPEC. With prices coming off sharply, OPEC has continued to “pump”, adding to the weight on crude’s price. In fact, production has actually increas...

Imagine if you owned a share of a world leading business when it listed? Our friends at Success Resources are listing. They are one of the world’s biggest seminar companies and looking at some of the numbers provided to describe their business, you can see why!   The 22 months ending October 2014 saw: 531 Events staged globally with; 319,604 attendees from; 92 cities in; 23 countries, growing database to; 6.68 million people and; 46.8 years of youtube videos viewed1

Trading on the ASX,  The age old story of “how do I choose a stock” to invest in has always been a hot topic. With the Australian Stock Exchange (ASX) pushing into long-term highs, reaching towards 5,000 points for the first time since April 2011, a wave of investors are shifting cash back into the stock market. In this article, we take a look at a Fundamental approach to trading on the ASX.   Finding a trade is not just a process of selecting the best known company. Markets rise and fall, as do Economies. While one country’s economy may be performing well, another may not. And within that Economy, there will be some sectors that perform better than others. The path in choosing an individual stock to invest or trade in can be as simple or as complex as you want to make it. Some investors will utilize their Brokers’ knowledge; take tips from subscriptions, newspapers or friends, while others believe they can make their own decisions. No matter whethe...