Category Archives: Learning something new

It may feel like we are living in extremely uncertain times, and that we now lack control over many important

Just as a chef meticulously selects ingredients to create a masterpiece in the kitchen, achieving financial success requires careful planning

The United Kingdom’s Supreme Court has delivered an important judgement holding that where a customer has unequivocally authorised and instructed

As our clients know, we prefer to refer to evidence around how best to invest money, and there are many

Financial stress is one of the most prominent drivers affecting New Zealanders’ physical, social, and emotional wellbeing, with a third

  World Financial Planning Day is a global event to help raise awareness of the value of financial planning which

Whilst the stock markets and your portfolios may be volatile, the usual story of just ‘stay in your seats’ and

By Karen Umland, Senior Investment Director and Vice President, Dimensional.   https://au.dimensional.com/ Recent conflict between Russia and Ukraine is an important

If I could have just one more day I’d remind myself again to play For life is not about just

One of the most persistent debates in the investment industry is whether investors are better to use passive or active

A colleague recently posted a note on his LinkedIn profile, reminding me the value of time.  Take a look at

The Research The Financial Resilience Index uses five key financial indicators to gain insight into how Kiwis feel and think

Garrison Keillor is a US author who created a fictional town for a US radio show. The town was called

How do you focus? Carving out time for quality work has become more challenging as the technology designed to help

We were honoured to be a sponsor again at this year’s Festival of Disability Sport in March and would like

Whatever our woes may or may not be, here in New Zealand, us Kiwis have come out with a pretty

In the first three weeks of January 2018 alone the S&P 500 crossed ten new record closing highs in 13

Jack Bogle, the legendary founder of Vanguard, passed away 16 January 2019 at age 89. He may not be the

A friend recently returned to his parked car to find it had been sideswiped. Now, every time he calls the

Many New Zealanders don’t have a Will in place, and of those that do, we find fewer have established Enduring

Encourage your children to work for their pocket money. When they are old enough, possibly around fourteen, encourage them to