Shares and share funds

NZ Herald 13 May 2017

Q&As: Would-be foreign exchange trader should give it a miss; Are credit cards sometimes tied to mortgages? Does it matter?; Young son might learn more than one lesson; Reader suggests ways to cut food bill.

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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.

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NZ Herald 6 May 2017

Q&As: Index fund comparison inaccurate — and look how shares have grown!; Broke couple could share their house…; …or live on a boat; Beneficiaries entitled too; Paying for your rest home? Lucky you; Services for Seniors booklet tells all.

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RNZ Radio 27 April 2017

Investment risks — Part 1. In a four-part series, Mary talks about the risks described in the newly updated booklet she wrote for the Reserve Bank, “Upside, Downside — a guide to risk for savers and investors”. You can download it here. In this session: The one high-return, low-risk ‘investment’; Risk is not a dirty word.

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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.

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NZ Herald 18 February 2017

Q&As: Which is better — a KiwiSaver share fund or KiwiSaver property fund?; KiwiSaver investments don’t change at 65, unless you’re in a life stages option. What are they?; No tax consequences of parents’ gift to help pay off mortgage; Bring UK shares over and pay down mortgage.

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RNZ Radio 2 February 2017

Is it wise to borrow to make a property or share investment?: What is leverage — a.k.a. gearing — and how does it work?; Pros and cons of using it; Why it’s wise to pay down your mortgage.

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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.

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