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Read our latest articles on Investing
The future of investing is sustainable
You’ve probably heard of “voting with your dollar,” where you spend your money at businesses whose products and services align with your values. But choosing
Investor Stories: Jervis Koo
Auckland-based Jervis is a digital marketing wizard by day and investing nerd by night. Young, debt free and with a high appetite for risk, Jervis’ investment portfolio is made up of Kernel funds, private equity, crypto and more. But
The problem with exchange traded funds (ETFs)
It’s likely you know what exchange traded funds (ETFs) are and how they can fit into your investment portfolio (hello diversification). But you might be surprised to learn that they may not
Read our latest articles on Saving
Emergency Funds: The money you never want to use, but need to have
2020, oh it was a goody. Last year has reminded us that life is full of the unexpected. Did anyone start last year prepared for
Reverse engineer your goals
Do you have a set goal in mind, or are you just wanting to build a secure future for you and your family? Either way,
Pay yourself first: now, soon & later
If you’ve spent any time reading financial blogs or news you’ve probably heard the following terms thrown about: disposable income! emergency funds! And of
Read our latest Industry articles
The future of investing is sustainable
You’ve probably heard of “voting with your dollar,” where you spend your money at businesses whose products and services align with your values. But choosing
New Zealand is unique, but not when it comes to active vs passive investing
The shift to index funds by millions of investors around the world has been one of the most significant developments in modern financial history. This
Not a Coincidence
S&P Dow Jones Indices recently issued their mid-year SPIVA® reports for the U.S., Australia, and Europe. Although one can sometimes find exceptions in the short run, the long-term results of
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