Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 8 March 2024 with Leon Delaney. This week’s show considers investing in the current environment – how to invest when there are strong markets and record prices. The show encourages listeners to consider investing new money when the share market is rallying like it is right now. Thanks for joining us on 2CC or your favourite podcast streaming service.
Key topics covered include:
- Share markets here and around the world are strong at the moment, and interest rates may have peaked
- There’s been a strong reporting period by companies
- Consider the dollar cost averaging strategy to stager your investments in
- Remember, when you’re not invested, your not receiving investment dividends or returns
- Fundamentally, you need to think about why you’re investing it before you make any investment
- How much cash should you hold in an investment portfolio? Think about the right asset allocation for your own risk profile and needs.
- Don’t forget about time in the marketing and the benefits of compounding
- What about dividend re-investment plans?
- Don’t forget about dividend payments, they will lower the share price when they happen
- Luke shares his top tips around thinking about investing given the current market conditions.
Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’
Are you happy with your own investment plans or do you need help?
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.
Luke will return to 2CC to talk about other ‘Money Matters’ soon. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again and Luke’s book Smart Money Strategy is out now.
