NEWS

Humans are programmed to avoid risk

Humans are programmed to avoid risk

Over tens of thousands of years, humans have developed this trait and for most instances in life it has been very useful (in the early days it stopped us getting eaten or being drowned). When it comes to investing however, successful investors embrace risk. Yes, it is...

read more
Einstein was right!

Einstein was right!

The power of compounding interest truly is incredible.Bank of America found that if an investor missed the S&P 500?s (index) 10 best performing 'up' days in each decade from 1930, their total returns would be just 91% after 80+ years. This can result when trying...

read more
What Covid means for retirement

What Covid means for retirement

This pandemic has got a lot of people thinking about their retirement plans. From a financial planning perspective, 3 themes come through: Covid means recession Covid means low interest rates and distorted assets valuations Covid means likely adjustments for NZ Super...

read more
Bonus Bond Wind-up

Bonus Bond Wind-up

One of our team quipped that ?gaining a half decent payout from these bonds was like laying bricks end to end the length of NZ with your one painted white and then having a blind man randomly tapping his cane on yours as the winner?. Despite this ?hope? has always...

read more
Sage Advice: Can buckets help your investments?

Sage Advice: Can buckets help your investments?

Peter Coltman, one of our senior financial advisers shares some 'advice behind the advice?As I sit here in my home office, season II of the Jacinda and Dr. Ashley show is playing to the ?lunchtime crowd? who have gathered in the lounge. Markets are not showing the...

read more
Milestone Fund Manager Insight Series – Insync

Milestone Fund Manager Insight Series – Insync

A specialist Global Equities Manager based in Sydney. Monik Kotecha their CIO shares his insight of the profound changes facing businesses globally... PIZZAS to POWER STATIONS "From around 2007 something shifted the speed and acceleration of change. We call it The...

read more
Crisis: From the plain, not the rock face

Crisis: From the plain, not the rock face

Time is the biggest driver of success or failure when investing, yet we rarely think about it Data Source: Standard & Poors & Ritholtz Wealth Management LLCHow to benefit from this article: The next time you are looking at your investment, and trying to decide...

read more
Rear view Mirror – What happened in the markets?

Rear view Mirror – What happened in the markets?

by Harbour Asset Management (Edited by Milestone)Key points   Equities continued to bounce back with the S&P/NZX 50 Index returning 5.3%, S&P/ASX 200 Index (in AUD) up 2.6% and the MSCI ACWI Index up 3.0%. US employment growth has continued to surprise on...

read more
It?s important to check your investment tax rate

It?s important to check your investment tax rate

Inland Revenue Department has discovered 450,000 people have been paying the wrong tax rate on managed investments such as KiwiSaver. This discovery was made in April 2019 after IRD introduced its new automated and digitised system.These 450,000 have provided an...

read more

Our Newsletter