Blog

Insightful articles on the world of finance and investing.

12 Dec 2018
Financial Noise – what it is, and how to avoid it!

Dimensional’s Jim Parker spent over 20 years as a leading New Zealand and Australian financial journalist before entering the financial world, so he is ideally placed to comment on the current state of the media, and financial reporting in particular. Jim was our guest presenter at our recent annual client briefing, so we took the […]

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20 Nov 2018
Ten Years On From The GFC – What Have We Learnt?

The GFC (Global Financial Crisis) is widely considered by economists to have been the worst financial crisis since the Great Depression. Its effects were so wide-spread and profound that even Queen Elizabeth, whose personal fortune had fallen by more than $50 million, demanded economists explain why they hadn’t seen the crisis coming. Around the world […]

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9 Nov 2018
Make A Noise For The Boys This Sunday

At 11am on 11 November 1918, after four years of brutal conflict, the First World War finally came to an end. When news of the Armistice reached New Zealand it was met with widespread thanksgiving, celebration and a lot of noise. “There were songs and cheers, miscellaneous pipings and blastings, and tootings and rattlings—a roaring […]

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6 Nov 2018
Living Your Values in Retirement

Your retirement is a time when you can truly live your  life in a way that is true to the values that you have. Psychiatrist Abraham Maslow called this state “self-actualization” (Maslow, 1943). Simply put, retirement gives you the opportunity to become the person you really are, free of the pushes and pulls of daily […]

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30 Oct 2018
Putting the recent market volatility into a longer term context

In the first three weeks of January 2018 alone the S&P 500 crossed ten new record closing highs in 13 days of trading.  Then, in February, the index lost all its gains from 2018 in a few days.  Over the next 7 months it built up gains again, and then lost all them over the […]

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25 Oct 2018
Old Heads and Young Shoulders

Did you know that, for the first time ever, we have five generations in the workplace at the same time?   What’s more, in the USA almost 40% of people now work for a boss who is younger than them, and there’s no reason to think things are much different here in New Zealand. This was […]

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12 Oct 2018
Is It Worth It?

Have you ever noticed just how different people’s idea of an ‘essential’ purchase can be.  For instance, you may have a friend or neighbour who would never dream of paying someone to come in and clean their house or mow their lawns, yet doesn’t hesitate to spend a small fortune on a new outfit.  Or […]

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20 Sep 2018
Visualising the Next Phase of Your Life

We’ve all heard the old saying “If you don’t know where you are going, how will you know when you get there?”   This saying is extremely apt when it comes to thinking about your retirement. So it might be a good time to ask yourself a few questions to help define your retirement in clearer […]

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8 Sep 2018
Cambridge (Partners) goes to Oxford

Cambridge Partners Principal Adviser, Jacob Wolt, is on his way to Oxford University to take a major role in the annual conference of GAIA (The Global Association of Independent Advisors).  This is a hugely significant event on the international financial scene and will be attended by major, independently-owned investment advisory firms from around the world. […]

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31 Aug 2018
Who Do You Wear Your Daffodil For?

On a freezing Canterbury day like today it’s hard to believe tomorrow is officially the first day of spring.  But it is, and today is Daffodil Day – the day which symbolises hope for the one in three New Zealanders affected by cancer. With the odds so high, it’s no wonder that behind every Kiwi […]

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