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How to avoid investing disasters: Part 2

How to avoid investing disasters: Part 2

Season 1 Episode 97 Published 1 year ago
Description

Investing is more than just choosing stocks or funds – it’s about understanding the costs that can impact long-term returns. The Bongiorno Group’s Mitch McKeown and Ricky Caldow explore the often-overlooked fees associated with investing, including platform charges, advisor fees, and transaction costs. 

They discuss how these expenses affect portfolio performance over time and why investors must assess the value they receive. Also, they examine key investment principles such as portfolio rebalancing, diversification, and the risks of market timing. 

The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria. 

For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/  

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product. 

See omnystudio.com/listener for privacy information.

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