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Investment Advice | Money Management

What is your investment asset allocation and why does this matter?

July 18, 2024 by RobynW

The asset allocation of an investment refers to the types of investments that you – or your investment fund – owns and how it is divided up.  These are basically split into 2 categories – INCOME assets such as cash, … Read More

Investment Advice | Money Management | News

Scam Alert

July 18, 2023 by RobynW

I have been watching the Nigel Latta show on how to avoid scams (TV1, Monday nights at 8pm).  I will say that it is enough to give you nightmares.     Some of the scams are just so sophisticated and the lengths … Read More

Bank of mum and Dad | Investment Advice | Money Management | Parent category

Challenges for the Bank of Mum and Dad

July 27, 2022 by RobynW

Consumer NZ research released in April 2022 found that the “Bank of Mum and Dad” was the 5th largest lender (after ANZ, ASB, Westpac and BNZ) when it came to helping their adult children into homes.  According to the research, … Read More

Investment Advice | Money Management

The Five Best Ways To Lose Money

November 1, 2021 by RobynW

1.  Buy expensive, sell cheap. DALBAR has been publishing annual studies for 23 years showing how investors always get a lower performance than the relative index – and it is entirely based on emotional buying and selling. The best process … Read More

Investment Advice | Sharemarket | Uncategorized

What is the NASDAQ?

October 20, 2020 by RobynW

One of the things that we are hearing in the news is that the NASDAQ index is hitting record levels since the COVID share market falls of February and March this year. The NASDAQ is a stock exchange, based in … Read More

Blog | New Zealand economy | Sharemarket

News you can use through the covid lockdown – 1 April 2020

April 1, 2020 by Janet Natta

News you can use through the covid lockdown – 1 April 2020… Read More

Blog | Brexit | Investment Bubbles | Janet Natta | New Zealand economy | Sharemarket

Brexit

June 28, 2016 by Janet Natta

as at 28/06/2016 WELL!  Here we have the result that no-one saw coming. There was very little work done here in the office on Friday afternoon as I sat and hit “refresh” on the BBC website every 2 minutes as … Read More

Blog | Janet Natta | Sharemarket

Why Market Corrections Can Be A Good Thing

September 6, 2015 by Janet Natta

Our investment clients know that we have been saying for at least 18 months that we are due for a market correction, and it appears that we currently have it happening. A market correction is not necessarily a bad thing! … Read More

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