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Dirk Dobbs

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End of year planning tips

The end of the financial year is fast approaching, so now is the best time to start preparing effective year-end strategies.  Outlined below are some commonsense planning tips.

What is ethical investing anyway?

In broad terms, socially responsible investing, more commonly known as ethical investing, refers to choosing investments that maximise returns, while
also minimising adverse social outcomes.

The fundamental question that arises in ethical investment discussions is whose ethics are ultimately factored into investment decisions? Is it the investor, the investment manager, or management of the company invested in? The answer to this question is complicated and involves more stakeholders than just these. Let’s start at the beginning of the investment chain, ie with the investor, and work our way backwards to explore some of the intricacies of this debate.

Investment markets work; but they’re not perfect.

This statement gets bandied about from time-to-time, but what does it actually mean? Why is it important in the world of investment?  And more importantly, why should you care? 

Bear market effect on income streams

Recent investment market corrections around the world have left many investors wondering what impact it will have on their accumulated savings, given they have seen
their portfolios fall in value by between 25 and 30 per cent since the beginning of the financial crisis.

What’s more important; risk or return?

This is the second in a series of two articles on the relationship between risk and return. The first article in the 2008 Winter Edition of this publication, attempted to define risk and return, and explain how they work together to deliver returns.

The credit crunch: how are you affected?

From an economic viewpoint, through falling business and consumer confidence, the credit crisis is likely to cause a protracted economic slowdown, and more than likely a recession in the global economy, and maybe even in the Australian economy.

Time in, not timing!

Recent market volatility has tested the nerve of many investors and had them asking the question of whether they should liquidate their portfolios and wait until markets return to ‘normal’, or stay invested and ride out the storm

What's more important; risk or return?

What's more important; risk or return? One without the other just doesn't make sense because they go together like honey and a bee.


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