Investment strategies

RNZ Radio 8 August 2019

What most affects your KiwiSaver growth?: Research looks at type of fund, contribution rate, returns, luck, stickability and fees; What you can do about each of these; Main messages.

Read More

RNZ Radio 25 July 2019

2 “expert” suggestions in a rising share market — one good, one bad. The good one — Rebalancing: What is it?; Why it can be hard psychologically; How to rebalance. The bad one — Get out of passive (or index) funds: Who does the research?; NZ in last year’s small downturn; US in two market crashes; Conclusion — stick with passive.

Read More

NZ Herald 20 July 2019

Q&As: Italy is bad for bureaucracy, but how about Kiwi girl getting 4¢ tax refund?; Do retirement investment “rules” change if you have big savings?; No we don’t want to reduce picture with column!; Company that performed badly last century doing well now.

Read More

NZ Herald 13 July 2019

Q&As: Should couple in their 40s splash out on an Italian holiday home?; How to invest savings 5 years before retirement; 3 rules of thumb on how much to spend in retirement …; … And how they apply to one couple.

Read More

RNZ Radio 11 July 2019

Should KiwiSavers and share investors bail out before the inevitable crash?: NZ share market is booming — affects mid-risk and higher-risk KiwiSaver investors; Should you move your money out before the inevitable crash?; What happens after the share market drops?; Why recoveries tend to be fast; How to cope with an up and down investment.

Read More

NZ Herald 8 June 2019

Q&As: How 71-year-old renter could use her savings to supplement NZ Super; Reader dislikes ‘free government money’ and KiwiSaver hardship withdrawals; Nobody can predict the share market, so don’t try to time it; Info on KiwiSaver returns is available, but not a lot of use.

Read More

NZ Herald 1 June 2019

Q&As: Stick with mostly global shares, despite NZ’s recent great performance; Time to top up for KiwiSaver government contribution — and how to work out your contributions; Money gift from father won’t affect using KiwiSaver to buy first home; KiwiSaver investment choices much wider than reader thinks.

Read More

RNZ Radio 30 May 2019

Understanding risk and return: A survey suggests New Zealanders don’t get it; What investments give the highest returns?; What do we mean by risk?; Who should take investment risk?

Read More

NZ Herald 20 April 2019

Q&As: Don’t try to time your move into a higher-risk fund; ‘Own pocket money’ a secret for matrimonial harmony; Non-earners should raise KiwiSaver contributions if they want a first home grant; A grandma worries about the children’s KiwiSaver accounts …; … But a mother reports her kids are doing fine; Video comparing home buyer and renter is misleading. RIP capital gains tax.

Read More