NEWSLETTER

ExtraMile Newsletter -     Quarter 1 / 2023

 

ExtraMile Newsletter -     Quarter 2 / 2023

ExtraMile Newsletter -     Quarter 3 / 2023

ExtraMile Newsletter -     Quarter 4 / 2023

Extra Mile Newsletter - Quarter 4 / 2022

Extra Mile Newsletter - Quarter 3 / 2022

Extra Mile Newsletter - Quarter 2 / 2022

Our Newsletter

NEWS

Destroyers of Wealth

Destroyers of Wealth

Back in 2018 Stuff published an article by Janine Stark on 30 things that destroy your Wealth. 5 years on, here’s how we see them. Stashing Cash: There is nothing more financially devastating than holding deposits long term. Still true, but harder to see now that term...

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Bond funds vs individual bonds: which are better?

Bond funds vs individual bonds: which are better?

Bonds can play an important role in an investor’s portfolio, but investing in them can be a daunting task. We look at some of the merits of different approaches. Janina Sibelius | Investment Specialist, Schroders Bond markets endured a huge sell-off in 2022 as central...

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After The Fact

After The Fact

by Morgan House, originally published February 8, 2022 at https://collabfund.com/blog/  Let’s say you exercise an hour a day, seven days a week. Sweat, grunting, the real deal.  Exercising does two things: It makes you hungry and makes you proud. So let’s say after...

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AI and how we view it

AI and how we view it

Question: “ChatGPT as a Valuable Asset in Financial Advisory Practice: A Look at AI- Enhanced Advice” Imagine operating as a financial adviser, dealing with a diverse range of clients – some of whom possess limited knowledge of investment principles, while others...

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Fund Manager Contribution – David Boyle

Fund Manager Contribution – David Boyle

We are fortunate in the financial sector to be the recipient of screeds of financial opinion pieces. On any given day there are too many to read, but I have selected a few that have passed muster for your information. The Authors of these articles are all fund...

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Scams

Scams

Protecting yourself in a digital world   On more than one occasion in the past quarter I have read many articles about the latest scams doing the rounds. We have included an Alert from the FMA around a scam circulating at the moment. The next article is around the...

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How to invest in a VUCA World

How to invest in a VUCA World

David Boyle   I have never been a fan of social media. And yes, I can hear the sniggers from my friends and peers, given I do post a lot of my thoughts and articles on it, and occasionally show my friends what I have been up to. Most of which has been highlighting...

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Who should have an enduring power of attorney?

Who should have an enduring power of attorney?

Over the past year we have featured numerous articles about getting your legal matters lined up properly. In November 2022 Katrina Shanks wrote this article which illustrates clearly the benefit of planning early. Katrina Shanks is the CEO of Financial Advice New...

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