Index funds

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?

Read More

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

Read More

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

Read More

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?

Read More

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?

Read More

NZ Herald 16 March 2024

Q&As:
– 5 shares in one industry playing with fire
– How rental property should be taxed
– Reader objects to landlord image
– What happens to odd cents
– The next step in laddering term deposits
– No I don’t support the Government blindly

Read More

NZ Herald 9 March 2024

Q&As:
– Help for couples with different attitudes to money
– Where to save for a baby’s future
– Worries about S&P500 index funds …
– … Investing in many index funds
– Did NZ Super Fund get it wrong?
– “Clever” taxpayers like Prime Minister?

Read More

NZ Herald 2 March 2024

Q&As:
– Keep investing, or get rid of that debt?
– Super Fund result doesn’t put me off passive funds
– Some readers dislike last week’s chauffeur letter…
– … While others love it
– Using tax loopholes “not open to criticism”?

Read More

NZ Herald 27 January 2024

Q&As:
– Is $4 million enough to retire on?
– Bank shares not the investment they were — but do banks need a break?
– Share investor has “No time for fund managers”
– Let teens make investment mistakes
– Insurance rip-off looks likely

Read More

RNZ Radio 12 October 2023

Ignoring the markets is good! Keep investing at the same pace regardless.
– Taxi driver’s story
– Research — regular investors do better
– What is dollar cost averaging, and why does it work?
– Applying it to KiwiSaver, other funds, shares, foreign exchange, lump sum investing, when moving risk levels
– Other advantages

Read More