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When it comes to tax, investment portfolios can be complex and can cause headaches if not structured properly. Sam Grice from Ashton Wheelans discusses some common types of tax and the implications for an investment portfolio. NZ Interest & Dividends New Zealand Interest and dividends tend to be two of
The Fixed Interest and bond market is full of jargon. Below we have explained some terms used in the article above. Yield to Maturity – The yield to maturity is a key factor when looking at bonds. The yield to maturity takes into account the Coupon, and the relative premium/discount
The unbelievable success of the Black Ferns shows the importance of culture for any organization. The success they achieved is something the Football Ferns will be looking to replicate when New Zealand hosts the FIFA Women’s World Cup 2023. Meikayla and her adviser, Grant Davies got to discussing team culture
It had been some considerable time since we had an opportunity to gather investors together but on the 17th November we welcomed 50 clients to the Parkside Room at The George Hotel in Christchurch. A great venue and a beautiful day to hear from two excellent speakers, Greg Fleming from
If you want to invest like Warren Buffett, you don’t need to do anything extraordinary. In fact, many investors are surprised at his uncomplicated investment style. In this article, we’ll dig a little deeper into Buffett’s investment style and list some of the stocks he does (and doesn’t) invest in.
While markets have shown early signs of a recovery through October and November, a lot of investors would like to see more concrete evidence of inflation subsiding before committing new funds to either the bond or share market. If this sounds like you, the best place for your funds are
2022 will go down in history for a number of reasons (Ukraine, energy/ commodity price volatility, UK Prime Minster turnover, Covid finally breaking through in numbers in NZ, and a record drop in house prices among other headlines) but from an investor’s perspective, the biggest story has been the return
The Football Ferns recently come from behind to earn a 2-1 win over the Philippines. The Kiwi women found themselves a goal down moments before entering the halftime break, but the Ferns responded emphatically in the second half, drawing level courtesy of a penalty to Meikayla Moore, before outstanding captain
Whilst predicting short term share market returns is difficult at the best of times. The longer-term trend is easier to read. What we do know is the power of compounding interest. Albert Einstein reportedly said “Compound interest is the eighth wonder of the world. He who understands it, earns it;
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