Discover why working with a financial adviser can lead to better long-term investment returns. Learn about the ‘adviser gap’ and how professional guidance, tailored strategies, and professional support can improve investment outcomes. Explore research-backed insights in this comprehensive article.
Thought Leadership
Discover why truly independent financial advice matters. Learn about vertically integrated models, potential conflicts of interest, and how Rutherford Rede ensures unbiased, client-focused financial guidance for Kiwis.
Discover why truly independent financial advice matters. Learn about vertically integrated models, potential conflicts of interest, and how Rutherford Rede ensures unbiased, client-focused financial guidance for Kiwis.
Discover how to balance safety and growth with Term Deposits and other common investment options. Learn why maintaining a diversified investment strategy can be wiser for New Zealand savers, even with attractive term deposit rates. Get expert insights from Rutherford Rede on creating a resilient financial plan.
Explore the benefits of Portfolio Investment Entities (PIE) and Prescribed Investor Rates (PIR) in New Zealand. Learn how PIE funds can maximise your after-tax investment returns and discover why you shouldn’t settle for crumbs when you can have the whole PIE.
None of us like volatility in the investments we make. Without it though our returns will be lower.
But how to achieve the returns you need to live your best life, while at the same time sleep at night.
Things to avoid; don’t try to predict the unpredictable.
What to do; Accept a range of outcomes in the short term and rely on the long term.
Five decades of experience tells David Booth those that are best at managing risk, also have the best lives.
Read the full text of David’s paper here.
There is a saying “From clogs to clogs in three generations” This comes from the idea that the first generation establishes business’s, the second builds it and the third loses it. This plays out when tracking what happened to millionaire families in the United States.
Morningstar have looked back at 2023 and find the lessons reinforce established long-term principles. We have summarised their article.
Herbs and spices packed with antioxidants and other beneficial compounds bring satisfying flavours to favourite foods.
Ben Carlson as usual has some common sense on building financial security and keeping it that way.
