NewsBite

Wealth Generation

This Month

How markets just got real for these 4 Millennial investors

Meet four young investors who this week experienced their first major market shock (albeit a very quick one). Here’s what they plan to do next.

Trading platforms observed sharp upticks in retail investor activity, as investors piled into bruised American tech stocks, global ETFs and gold.

Three things ‘buy the dip’ investors are snapping up in Trump slump

Digital platforms notched up record trading volumes by retail investors seemingly unperturbed by the global markets downturn.

One bias we often experience when investing is herding behaviour.

4 questions to answer before leaping into ‘trendy’ assets

If you truly can’t resist, consider dedicating a small portion as “fun money” to your experiments with trendy assets.

March

Mary and Tom demonstrate the effect of bracket creep’s sneaky toll

Lifting the income tax thresholds in line with wages growth would mean an extra $25,000 over a decade.

Investment platforms hope to capitalise on young investors’ penchant for ETFs.

No Boomers allowed in this new superannuation offering

Investment platform Pearler hopes to appeal to younger savers by allowing them to build ETF-only retirement portfolios. Oh, and no Boomers allowed.

Advertisement
Warren Buffett’s Berkshire Hathaway famously doesn’t pay dividends. But it owns companies that do.

Dividend investing isn’t dead. These 4 charts and 8 stocks prove it

Dividend yields have plunged, putting a beloved investment strategy in danger. But four charts show that Warren Buffett and the dividend critics may be wrong.

Property investing gives you great leverage and a home to call your own, while shares offer a lower entry point, diversification, and greater liquidity.

Five shares that have outperformed property over the past five years

Property will always have a place in a well-rounded investment strategy, but the idea that it is the only way to build wealth is outdated.

What’s inside your ETFs?

Check whether you’re making this ETF investing mistake

Overlap occurs when you’re invested in too many similar ETFs and can result in duplicate fees and less diversification.

February

Five things those who retire early have in common, other than good pay

Want to say goodbye to working for a living? Make sure you understand why first, and then it’s time to get out the calculator.

The major banks moved quickly to announce they would pass on the Reserve Bank of Australia’s rate cut in full.

How to use the rate cut to slice nearly $100,000 off your mortgage

Clever borrowers could shave off up to two years and about $96,000 from a $1 million mortgage with just one simple step.

Couples are dumping their wedding plans to buy this instead

These couples did the maths on how much closer they’d be to owning a home if they skipped the wedding. Here’s how you can too.

Elizabeth McArthur would rather pay the ‘singles tax’ than end up with the wrong guy.

The ‘singles tax’ stings, but can you put a price on happiness?

Studies suggest the price of choosing to live alone could be anywhere between 3 per cent and 15 per cent.

January

Simone Boer at home in Lara, which is 18 km north-east of the Geelong. She says property investing affords her a more relaxed lifestyle.

‘How I plan to make $300,000 in passive income by 50’

Even with an $8 million property portfolio, Simone Boer and her partner, Paul Kudilczak, can’t quit their day jobs – yet.

Rosie Wilson, a young investor.

How this Millennial plans to get wealthy even as a ‘forever renter’

What if the great Australian dream could be rewritten to exclude home ownership? Young people like Rosie Wilson are giving it a red hot go.

You should really pay yourself first, say advisers. Here’s how to do it.

Wealthy people tend to have mastered this simple savings strategy

Automating your savings so that on payday money is immediately funnelled into accounts to meet your long-term goals is one of the simplest ways to get ahead.

Advertisement
Aidan Saarman, Tony Saarman, Pauline Saarman and Taryn Saarman outside their home.

They own 8 properties but this couple still had FOMO for their kids

In a panic over property prices some parents are rushing to gift or lend their kids money for a home deposit. But certain strategies are better than others.

Trying to build a deposit in the sharemarket? This is what you need to know.

How to invest your way to a bigger home deposit

The housing market is not friendly to would-be buyers without help from mum and dad. So many are turning to the sharemarket for help.

xx

ASX rises; Green Beret behind Cybertruck blast; 6 business trends for 2025

Read everything that’s happened in the news so far today.

The generational transfer of wealth in Australia is underway, but younger generations are struggling under the burden of high debts.

7 revealing charts about wealth in Australia

The generational transfer of wealth in Australia is underway, but younger generations are struggling under the burden of high debts.

December 2024

Want to retire early, head to Europe every year or work less? This formula could help you work out what you need.

How to calculate your financial freedom number (and why you should)

Do you know the rule of 25? It’s one of the core tenets of the Financial Independence, Retire Early movement – or FIRE – and a useful starting point for mapping out long-term money goals.

Original URL: https://www.afr.com/topic/wealth-generation-1nid