Top Smart Moves to Manage Wealth: Don’t Let The Taxman Raid Your Legacy!

by Matt Hale

“You can’t control what happens, but you can control how you react.” When Epictetus dropped this wisdom bomb centuries ago, he couldn’t have imagined Victoria’s brutal 650% probate fee hike. But his point hits harder than ever: while we can’t stop the government’s cash grab, we can outsmart it. The Harsh Reality Check Let’s cut […]

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June 2024 Financial Market Update: Key Insights and Analysis

by Marcus Boadle

Welcome to the Rising Tide Market Update for the June quarter of 2024. In this blog, we’ll examine the global stock market’s performance using the Vanguard High Growth Index Fund as a proxy. We’ll provide commentary on market movements, highlight an interesting chart, and focus on a notable stock. Market Performance Overview The June quarter […]

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Marc Subido

Client Service, Financial Planning

Marc is head of Sam & Marcus’s delivery team head. He is the backbone of the client journey! Away from work, Marc loves nothing more than a delicious smoked beef brisket with his family!

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