Managed funds

RNZ Radio 24 March 2022

What to do about the 2 big investment worries — inflation and wobbly sharemarkets
– Short term — who knows?
– Take the long-term view
– What we can learn from this

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NZ Herald 5 March 2022

Q&As:
– Don’t act when share markets do …
– … and when you should take action
– Best strategy for investing a lump sum
– Market wobbling? Get out a novel
– Laddering a mortgage — with bells on
– House insurance may not fully cover rent during rebuilding

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NZ Herald 19 February 2022

Q&As:
– Please don’t let your partner run your money without your input
– Comparing KiwiSaver and non-KiwiSaver funds
– Laddering term deposits a great way to invest low-risk money — and what are Term PIEs?
– How do NZ-owned banks compare with overseas-owned ones?
– How high inflation affects low-risk savings

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NZ Herald 5 February 2022

Q&As:
– Where to keep money for jewellery while awaiting Italian trip …
– … And where to keep it while awaiting a house purchase
– Give money to grandkids rather than their parents
– Invest a lump sum now, or wait?
– A few more “money rules”, and a source revealed
– Good Samaritan helps out last week’s struggling tourism operator

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NZ Herald 29 January 2022

Q&As:
– Covid-hit couple struggle to get a loan …
– … while another family finds solutions
– Short-term share performance is irrelevant
– Get used to volatility or move out and stay out
– 45 financial rules

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RNZ Radio 27 January 2022

Did you pass the test?
– What happens when share market wobbles
– Younger investors more prone to making bad moves
– Don’t try to time markets, research shows
– House prices wobble too — and returns not always as good
– Conclusion — if you move, stay moved!

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Investing Is for the Long Term

I’m worried. While it’s great to see many new people getting into investing in shares, and others taking more interest in their KiwiSaver accounts as their balances grow, they could be riding for a fall.

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NZ Herald 11 December 2021

Q&As:
– Ignore KiwiSaver fund performance over a few months
– Why you should focus on a fund’s fees, not its returns
– Your KiwiSaver fund has done well in recent years? So what!
– How hard it is for beneficiary parents to get back into work
– A reader’s quote is out of context — and he should stop being mean!
Plus:
– Meaningful Christmas gifts

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NZ Herald 13 November 2021

Q&As:
– Reader wants to invest specifically in oil and gas industry
– Crash prediction didn’t happen
– 2 letters on investing in shares only if you have a 10-year horizon
– Longer vs shorter mortgage, and paying down mortgage vs investing
– KiwiSaver government contribution as you turn 65
– Are KiwiSaver fees tax deductible? And what are all those fees?

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NZ Herald 6 November 2021

Q&As:
– Should investor wait for world situation to change before investing in shares?
– A reader challenges my 10-year rule for share investments
– Why hasn’t ANZ paid Bonus Bonds investors yet?
– Should retired person move savings into KiwiSaver?
– Not all landlords are driven to maximise the rent they receive

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