Ray Trevisan

Blog by Ray Trevisan

Summer #7 - Looking for Alpha - Dollars & Making Sense 28 Jan 2025
The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.
28 Jan 2025 10:26:00 - Comment(s)
Summer #6 - Prenuptual Agreements - Dollars & Making Sense 21 Jan 2025
For many contemplating remarrying, the thought of losing assets or long-held family properties is too much to countenance. Pre-nuptual Agreements are often talked about in movies,
21 Jan 2025 10:24:00 - Comment(s)
Summer #5 - Super Advisers & Education - Dollars & Making Sense 14 Jan 2025
SAPRA super funds are out trying to educate their clients on what's in super including insurances, returns and contribution rules.
14 Jan 2025 10:23:00 - Comment(s)
Summer #4 - Crypto & the Advice Industry - Dollars & Making Sense - 7 Jan 2025
What do crypto investors look like, and do they invest differently to the rest of the market? What challenges does the Advice Industry face in trying to service this asset class?
07 Jan 2025 10:22:00 - Comment(s)
Summer #3 - Bank of Mum & Dad - Dollars & Making Sense - 31 Dec 2024
Find out the difference between "gifting" and "loan" when family provides funds to each other. The rules are straight forward yet catch too many out.
31 Dec 2024 10:20:00 - Comment(s)