It’s been a while since our last post, but watching the reaction to recent volatility has given us inspiration. The... View Article
Author Archives for Owen Caterer
AboutOwen CatererI have been a financial planner since 2005 for the last 8 years and prior to this I was a business and market entry consultant since 1999. I am fully committed to providing the expert advice and financial solutions to prospective and existing clients. I have a Diploma of Applied Finance (2005) and am a candidate for the CFA (Chartered Financial Analyst) qualification, passing the CFA Level 1 exam in June 2011. I am a member of FINSIA (Financial Services Institute Australasia) and am recognized as a Fellow of Finance, the highest industry accreditation available. I also hold a Bachelor of International Business (Chinese) from Griffith University. In my last position before founding Caterer Goodman I managed $250 million USD in client funds across a range of currencies and risk profiles.
Since early February volatility has returned to the stock market. Many people are shocked. They shouldn’t be, because this sort... View Article
Today I had yet another reminder why flexibility is best, when it comes to investing. Before we get to today,... View Article
At least a couple of times a year I get approached by someone in their mid-40s who is in panic... View Article
The hardest thing for the average or new investor to learn is patience. I’m not saying that professional investors are... View Article
Investing can be as simple or as complex as one wants it to be but the basic structure should remain... View Article