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Winter has arrived, and we're on the home stretch now towards the end of the financial year.

Our article on dollar cost averaging is a reminder about "time in the market" not "timing the market" when it comes to investing. If you are a business owner, then our article on estate planning is a must-read. We have also included a practical to-list to help you sort out your finances in the early days of a divorce or separation. 

Our article on volatility provides 10 key messages to help investors steer their portfolios through volatile times. And, set the tone for a productive, happy day with some healthy morning habits.

To arrange a review or to speak to one of our team, please contact this office on 02 4342 1888 or peter@clientcomm.com.au.

Regards,

Peter Talty

Dollar-cost averaging: An investor's emotional circuit breaker

The latest bout of higher sharemarket volatility reinforces the potential benefits of a disciplined investment strategy called dollar-cost averaging. It can act as an investor’s emotional circuit breaker and a means to progressively create long-term wealth.

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Estate planning for business owners

Make sure your assets and money goes towards your loved ones. Business owners can learn to plan for their death and estate planning.

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Your key financial to - dos after divorce or separation

Feeling lost after divorce or separation? This practical to-do list will help you on where to begin.

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Volatility: An investor survival guide

Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, we provide 10 key messages to help investors steer their portfolios through volatile times.

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7 Things Healthy People Do Every Morning

My alarm is set to the song "Happy" by Pharrell Williams. It’s impossible to not smile when this song plays. This, combined with the other habits below, set the tone for a productive, happy and healthy day.

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