NZ Herald 28 October 2017
Q&As: Couple can do better with big emergency fund; Is it worth it to renovate a house?; Student has share investing sorted; Another share investor enjoys his lattes.
NZ Herald 21 October 2017
Q&As: KiwiSaver and other managed fund investments protected from provider bankruptcy; How NZ shares have performed without the stars; Employee scheme helps reader double his share investment; Borrowing has big effect on property v shares; Property investors should remember improvements made; Hurry if you want to move to Whanganui!
NZ Herald 16 September 2017
Q&As: Should family rent out their home and rent elsewhere, or simply move?; KiwiSaver contribution rates flexible; Should KiwiSaver get favourable tax treatment?…; …And could that lead to higher KiwiSaver fees?
NZ Herald 9 September 2017
Q&As: Reader’s letter leads to change in ANZ KiwiSaver statements; 87-year-old’s enlightened attitude to family finances decades ago; Could Labour’s capital gains tax apply to KiwiSaver?; Couple nearing retirement should consider their investment risk.
RNZ Radio 15 June 2017
Investment risks — Part 4: Ups and downs in investments, emotions and fees. In the last of a four-part series, Mary talks about the risks described in the newly updated “Upside, Downside — a guide to risk for savers and investors”. (Download it here). In this session: Being overconfident about your ability to trade investments or time markets; Taking on more volatility than you can cope with; Letting your emotions rule your investment decisions; Taking on more work or worry than expected; Counting on dividend income; Paying too much in fees and other expenses; Being tax-driven.
RNZ Radio 11 May 2017
Investment risks — Part 2: Too complicated, too much borrowing, not diversifying… In a four-part series, Mary talks about the risks described in the newly updated “Upside, Downside — a guide to risk for savers and investors”. (Download it here) In this session: Investing in something you don’t fully understand; Investing in companies that get into trouble; Overdoing borrowing; Investing in too few different types of assets; Failing to diversify within each type of asset; Failing to diversify over time; Putting short-term money in volatile investments.
NZ Herald 25 March 2017
Q&As: A good reason to have a high credit card limit; One reader fires his bank…; …While another is fiercely loyal; Why I prefer managed funds over shares for most; Rules about income for recipients of rest home subsidy.
NZ Herald 17 December 2016
Q&As: Many reasons why a winning active share fund won’t stay on top; Why do husband and wife’s funds perform so differently?; Offset mortgages more vulnerable than revolving credit loans; No plans for 2 big banks to follow others with offset mortgages; Do employers deserve praise for contributing to KiwiSaver?; Update on proposal to raise NZ Super age.
NZ Herald 26 November 2016
Q&As: Better to put savings towards mortgage than emergency fund; How to weigh up KiwiSaver versus other saving; Reader not stuck with KiwiSaver provider, but costly to move; Reactions vary on discussion about which indexes to use.
NZ Herald 12 November 2016
Q&As: Risky to put all your money in a single share; Reader recommends book and website about index funds; NZ research on active v passive similar to elsewhere; My maths is called into question; A reader doesn’t like debate in column…; …But another reader is happy; KiwiSaver rules if you move overseas.