Index funds

NZ Herald 12 April 2025

Q&As:
– He quit KiwiSaver before the downturn, but what now?
– Conservative fund versus term deposits
– Finance company interest rates after Depositor Compensation starts
– Wisdom from her Scottish forebears
– An alternative to reverse mortgages….
– … and the 2 options compared
– WIN A BOOK!

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NZ Herald 5 April 2025

Q&As:
– Slow down huge mortgage payments and live a little …
– … Similar for couple in 60s — spend that KiwiSaver
– Misunderstanding about reverse mortgages
– Is Warren Buffett’s company still best investment?
– 3 Q&As on Deposit Compensation Scheme — on timing, joint accounts, KiwiSaver

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NZ Herald 14 December 2024

Q&As:
– Sorry but a motorhome is not a home!
– Don’t forget dividends when judging ETF performance
– Could a US share crash be coming?
– A warning about charity donations, but….
– Defending luck, again!
– Means testing NZ Super not the answer

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NZ Herald 16 November 2024

Q&As:
– Low-fee KiwiSaver funds a better bet
– 3 teachers comment on comparison with dairy farmer
– How KiwiSaver is taxed — and whether CGT would change that
– Overly worried about CGT
– Don’t sell home, a reader advises
– More rights for tenants

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NZ Herald 5 October 2024

Q&As:
– Let’s tax capital gains!
– 2 Q&As on what to do with shares from work schemes
– Big dividends are not the point
– Reader disgusted with using student loan to buy home
– Man should still have a will
– Shop around for estate quotes

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NZ Herald 28 September 2024

Q&As:
– Okay to use a student loan to buy a house — financially and ethically?
– Investing for dividends has drawbacks
– Where are longer-term KiwiSaver returns?
– Government KiwiSaver boosts dwindle
– Write a will! What are the costs?

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NZ Herald 31 August 2024

Q&As:
– Grumpy share investor looks at too short a period
– Setting up KiwiSaver for the grandkids
– Another side to last week’s inheritance story
– Don’t be too tough on landlords!
– Can still get NZ Super when overseas
– Reader inadvertently broke KiwiSaver rules

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RNZ Radio 8 August 2024

Why you should choose index funds or ETFs (exchange traded funds)
– What are they? How they differ from other, active share funds.
– NZ research on why they beat active funds over longer term
– International funds are better
– How to find KiwiSaver index funds
– How to find exchange traded funds
– Money Month on Sorted.org.nz

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NZ Herald 8 June 2024

Q&As:
– What to do with money for the grandkids
– Are these KiwiSaver ads legit?
– Tax on KiwiSaver employee contributions
– Keep paying extra off mortgage when redundancy looms?

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NZ Herald 13 April 2024

Q&As:
– A tip on teen spending
– Could growth of index funds ruin the share market?
– Do extra saving outside KiwiSaver
– Stay in high risk near retirement?
– Should capital gains be adjusted for inflation?

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