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Blogs

Transitioning into Retirement – Embracing the Opportunities 

Guest article by Chris Beardsley, Director of Performance Matters The transition from work to retirement…
Investment Market returns

Key Market Movements for Q1 2025

The first quarter of 2025 saw a change in market leadership, with the US experiencing…

INVESTMENT MARKET REVIEW AUTUMN 2025

Fresh off the back of an excellent year in 2024, the first three months of…
Term deposit picture

The hidden cost of playing it safe with term deposits

The end of the year is always a good time to reflect on financial decisions…
Investment Market returns

Key Investment Market Movements for Q4 2024

The underlying performance of global shares were mixed during the October to December quarter. Overall…
Summer Market Update

INVESTMENT MARKET REVIEW SUMMER 2024/2025

After finishing the year with another generally positive quarter for diversified investment portfolios, 2024 is…
California Fire

Reviewing Home Replacement Insurance 2025

The recent fires in Los Angeles and the subsequent loss of housing serves as a…
Wise review

Using Foreign Currency Overseas with Wise

By Katrina For anyone that travels overseas, they will understand the pain of significant transaction…
Forecasting markets

Forecasting, and should you cheer against the Warriors?

In the history of share markets, you’ll find that the things that really move share…
Investment Market returns

Key Market Movements for Q3 2024

Performance was generally positive across all asset classes through the third quarter of 2024, although…
Spring Investment Market

INVESTMENT MARKET REVIEW SPRING 2024

Markets continued to deliver pleasing investment results in the third quarter of 2024. With the…
Rental property investment

Are Rental Properties a Suitable Investment for Retirement?

As retirement approaches, individuals often explore investment options to secure their financial future as salaried…
Investment Market returns

Key Market Movements for Q2 2024

International share markets gained overall in the second quarter of 2024, although individual country returns…
Presidential election

Does the US election matter?

We are readying ourselves for the US election in November and, from afar, the view…
Investment market winter update

INVESTMENT MARKET REVIEW WINTER 2024

Positive global share market momentum carried into the second quarter of 2024 for the USA…

The man who helped us understand the pain of losing

The man who helped us understand the pain oflosing The man who helped us understand…
Investment Market returns

Key Market Movements for Q1 2024

International share markets registered further strong gains in the first three months of 2024. A…

INVESTMENT MARKETS AUTUMN 2024 UPDATE

Diversified investors had more reasons to smile as the markets began this year exactly as…
HOW DOES PERSONALITY IMPACT ON INVESTMENT DECISIONS?​

How does personality impact on investment decisions?

Research indicates that personality differences can impact on the types of investments selected by an…
Closer look at bonds

Taking a closer look at Bonds

In the realm of investments, bonds provide a stable foundation, offering investors reliable returns and…
Investment Market Summer

INVESTMENT MARKETS SUMMER 2023/24 UPDATE

Oct-Dec 2023 Investment Market Review It was most appropriate that the fourth quarter of 2023…
investment planning

2023: Another year that defied the experts

Towards the end of the calendar year, there’s a natural tendency in the financial media…
Term Deposits 2

Term deposits are paying 6%, should I abandon my investment strategy? 

A question being asked by some investors today is whether they should change their investment…
AI and human

Lessons for investors in an AI future

Investing in the share market can often feel like a rollercoaster ride, especially when new…
Investment market Spring

INVESTMENT MARKETS SPRING UPDATE

Jul – Sep 2023 Investment Market Review In some welcome news, the world economy is…
Investment Market Winter

INVESTMENT MARKETS WINTER UPDATE

Apr – Jun 2023 Investment Market Review Even though we have had a lot of…
autumn in nz

INVESTMENT MARKETS AUTUMN 2023 UPDATE

Jan – Mar 2023 Investment Market Review Following an upbeat end to 2022, investment markets…
Jandals

INVESTMENT MARKETS SUMMER 2022/23 UPDATE

Oct-Dec 2022 Investment Market Review The last quarter of 2022 provided some welcome bright spots…
Jars

INVESTMENT MARKETS WINTER 2022 UPDATE

BRADLEY NUTTALL WINTER 2022 UPDATE  …