Shares and share funds

RNZ Radio 19 October 2017

Why shares are the new houses for Generation Rent: A listener’s letter — well done on debt and saving!; How much should renters be saving?; KiwiSaver’s role; Where to put the savings; Where to get advice — banks? advisers?

Read More

NZ Herald 7 October 2017

Q&As: Reader likely to be scam victim. Get out now!; Don’t overlook risks in share v property comparison; Reader offers data, but is it defensible?; 100% from shares in 5 years — without dividends; Does recent history spell doom?

Read More

NZ Herald 23 September 2017

Q&As: Is this the time to get out of the share market?; Reader questions last week’s couple’s financial management; Another suggests they look at private schooling; Yet another suggests selling their home and renting elsewhere; Just one provider lets KiwiSavers invest directly in shares.

Read More

RNZ Radio 21 September 2017

Response to a listener’s challenge on index and active share funds: One of his examples argues against him; The other is a questionable choice; The issue of US vs NZ data; Long terms prove nothing; Why fees matter; Another reader asks what if everyone did index investing.

Read More

NZ Herald 2 September 2017

Q&As: Taking socially responsible investing a step further — investing in ‘good’ companies; Tax-favoured shares not necessarily a wise investment; Lots of fee payments early on worry new KiwiSaver; NZ has low-tax high-dividend share funds.

Read More

NZ Herald 26 August 2017

Q&As: Share investor has excelled — but don’t count on it continuing; A good company is not necessarily a good investment; Couple can’t leave intact KiwiSaver accounts to their daughters; Another way to invest emergency money.

Read More

RNZ Radio 10 August 2017

Picking a KiwiSaver or other share fund? Ignore recent winners: Research in Economist magazine; KiwiSaver results; Why winners don’t stay winners; How to choose a share fund.

Read More

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.

Read More