Always interesting ⁦stone & wood⁩ #philanthropy in Northern NSW and SE Queensland linkedin.com/posts/ingraine…

We're pleased to share with you Perpetual Limited Philanthropy Snapshot: How to give well in 2023, which explores the changing shape of community needs in 2023 and how #philanthropists can help not-for-profits #NFP respond. perpetual.com.au/insights/insig…

Worth a donation - Go you good thing #cycling #cyclinglife GoFundMe gofund.me/c0b9b8a6

A great synopsis James Gruber FirstlinksAus in how wealth can serve us, or we can serve it???? Via Conrad Hilton #family #wealth #succession #estateplanning firstlinks.com.au/welcome-firstl…

WOW never realised #luxury brand ROLEX owned by a foundation ...... #philanthropy at it's finest rolex.com/about-rolex/be…

Wow - we love an #investment #asset allocation bold prediction + plenty of commentary. #Property (Aussie #Resi) Vs #shares FirstlinksAus James Gruber firstlinks.com.au/australian-sto…

So True #investing "When Howard Marks Oaktree speaks, #investors listen" James Gruber FirstlinksAus Thus this is a #finance must read firstlinks.com.au/howard-marks-b…

We love real life case studies/lessons HLB International HLB Mann Judd Wealth In #business / #self employed or contemplating - this is a must read #commonsense FirstlinksAus by James Gruber firstlinks.com.au/9-investing-le…

Mkt pricing 4 #USFed rate cut around June being pared via resilient data & messaging via #FOMC Comparisons 2 1995 soft landing abound where the Fed cut by 25bps in July 95, waited till Dec. 95 for the next rate cut & ended the easing cycle in Jan. 96 NAB nab.com.au/content/dam/na…

The Four Phases of #Retirement #GetAPlan More than just the finances....... Dr. Riley Moynes with thanks James Gruber FirstlinksAus firstlinks.com.au/challenges-ret…

The crystal ball is out #equities #shares 20 #USA #stocks to #buy and hold forever via James Gruber FirstlinksAus Morningstar AU #MO #ADP #CME #KO #CSX #DE #FICO #ICE #LMT #MA #MSFT #MCO #NSC #NOC #NVR #PM #SPGI #UNP #V #WM firstlinks.com.au/20-us-stocks-b…

INVESTING 101 #smallcaps r bumpy and while pain has been taken already, no guarantee there won’t be more. Best cure for #risk is time- let the assumptions play, min 3years. It might all work quickly, but when you’re chasing bigger returns, there are no guarantees Affluence Funds Management

Couple of things James Gruber FirstlinksAus Unlisted Assets? + Determinants of Portfolio Performance (1986), Brinson, Hood & Beebower - "asset allocation accounts for 94% the variation in portfolio returns, with market-timing and security selection 6%" firstlinks.com.au/challenges-bui…

An interesting reflection and loving the accountability #ASX #shares Vs #housing resi #property returns over the next 10 years - James Gruber FirstlinksAus firstlinks.com.au/australian-sto…

Another eventful yr in #financial #markets Stocks soaring 4 a 2nd year, ‘meme coins’ r back, high profile #ASX owner operators coming unstuck & commodities continuing a decade-long dry run + #RIP Graham Hand James Gruber Morningstar AU FirstlinksAus firstlinks.com.au/9-lessons-from…

What is the right way to give away money? #Philanthropy Facebook co-founder Moskovitz & wife, Cari Tuna approach - People should give wherever their $$$ is most needed & most likely to yield the biggest effects Financial Review afr.com/wealth/investi…

HLB Mann Judd has entered a strategic partnership with #sustainability #consulting firm 2XE, to strengthen its support for clients in meeting their #sustainability requirements. 2XE specialises in helping companies achieve #NetZero emissions and meet #Disclosure obligations.

When #investing focus on, #portfolio construction (#asset allocation) drives 90% of your #INVESTMENT #return UBS :

A thought provoking piece James Gruber FirstlinksAus - our belief is get the Family involved in Structured #giving #philanthropy very early in the #succession #discussion - teaches them many aspects of #wealth firstlinks.com.au/why-the-5-4-tr…

Great article by FirstlinksAus GrowMyMoney highlighting the gender #wealth #financial #superannuation #retirement gap in Australia - a systemic issue driven by a range of factors: firstlinks.com.au/the-state-of-w…