Marshall Wealth

We release a monthly economic update, a monthly topical article and a quarterly newsletter.

The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.

The monthly topical article, Keeping in Touch, looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.

Our quarterly client newsletter, The Key, keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.

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Keeping in Touch - October 2013

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Making sense of the U.S. economy post GFC

Despite being battered and bruised over the last few years, the U.S. still remains the largest economy in the world. This preeminent position means that it has a critical influence over events in other major world markets. For personal investors, the dominance of the U.S. means that it will also have an important role to play in a welldiversified portfolio.

Connection Point October 2013

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Connection Point October 2013

This is our bi-monthly read aimed at providing some useful information for our clients, industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point.

 

The Economic Update - September 2013

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Summary:

  • In Australia, the Reserve Bank of Australia (RBA) lowered the cash rate by a further 0.25% to 2.5% at the start of August. In Australia, official interest rates moved lower in July after the RBA noted that low inflation provided scope for further cuts to the cash rate despite the large fall in the Australian dollar.
  • Economic growth in the US in the June quarter was revised higher to an annualised 2.5%, a rate which is broadly in line with what the US Federal Reserve (the Fed) conside…

Keeping in Touch - September 2013

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Saving for your child’s education

There are a number of different ways that you can save for your children’s education, especially as it’s likely to be one of the biggest family expenses that you’ll ever have. 

It is important to try and start as early as possible as saving for a child’s education is very much a long-term strategy, often taking 7-10 years.

The Economic Update - August 2013

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Financial markets were once again primarily driven by central bank commentary in July.

  • In Australia, official interest rates moved lower in July afterthe RBA noted that low inflation provided scope for further cuts to the cash rate despite the large fall in the Australia dollar.
  • Over the past year the Australian dollar has fallen by more than -14% versus the USD, which has helped drive substantial returns…

Connection Point August 2013

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Connection Point August 2013

This is our bi-monthly read aimed at providing some useful information for our clients, industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point.

 

Keeping in Touch - August 2013

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Charitable Giving

Australians are well known for their generosity when it comes to supporting charities. Whether it's a sudden natural disaster or supporting established charitable institutions, we give many millions each year to provide relief and comfort where it is needed most. Fortunately, such generosity can also be recognised and rewarded through the tax system. 

The Economic Update - July 2013

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The announcement in May that the Fed may begin scaling back their asset purchase program remained a driver of financial markets in June.

  • The US economy seems to be staying the course of moderate economic growth, however there have been signs of a slowdown in growth in China.
  • Economic data across the euro area showed clear signs of improvement in the latest month as a range of surveys pointed to a broad based improvement in business conditions across the region.

The Key Newsletter – Winter 2013

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Issue 40 of the latest market insight from Financial Services Partners.

In this issue:

  • How will the new Stronger Super reforms affect you?
  • Savour the delights of Tasmania's wine regions
  • Exposing some myths on income protection claims
  • Market commentary

Keeping in Touch - July 2013

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Australian Dollar

After having an extended period of being above parity with the U.S. Dollar, the Australian Dollar appears to be back on the rollercoaster with its value falling recently into the nineties. So why is this happening all of a sudden and where is it heading? Can we expect more falls, or could it bounce back?

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