by Dominic Sheehan, Financial Adviser and Head of Advice at Cambridge Partners. According to research conducted by the Exit Planning Institute, 75% of business owners ‘profoundly regret’ selling their business within one year, post transition⁽¹⁾. Why is this? I have seen clients sell businesses for millions of dollars – that should make you happy, right? […]
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Investing for financial gain and doing good do not have to be mutually exclusive concepts. We offer investors a range of portfolios to allow them to express their social and sustainable preferences with their investments. How can you incorporate your values into your investments? Individuals generally have three major ways of expressing their social and
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Cambridge Partners constructs investment portfolios for your financial situation, preferences and objectives. We offer a range of model portfolios and socially responsible investment portfolios that suit different levels of risk and return objectives. Our model portfolios Each of our model portfolios suit different risk and return objectives with an overall target allocation to growth assets
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A professionally developed plan is the best way to ensure your financial, lifestyle, and personal goals are achieved – now, and into the future. How we structure your plan Our highly experienced advisers look to understand your values and goals, identify your specific needs (present and future), and work with you on the ideal investment
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David Booth, Executive Chairman and Founder of Dimensional Fund Advisors, discusses how to easily pick the right Financial Adviser for you. With more than 10,000 Financial Advisers in New Zealand, how do you pick one? Who should you cross off your list? First, eliminate the stock pickers. Those are the people making predictions about which
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At Cambridge Partners, we follow an evidenced-based approach and design investment portfolios based on academic research. This has led to the development of 10 time-tested investment principles that we employ to improve your odds of success. Our Investment Principles 1. Embrace market pricing The market is an effective information-processing machine. Each day, the world equity
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Our consultative wealth management process is designed to set your entire financial house in order and to keep it that way for the rest of your life. Richard Austin, Co-Founder Is Your Financial House in Order? Can you recall the last time you sat down and worked out where you are financially and where you
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On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other regional banks. Rather than rummaging through your portfolio looking for
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If you’ve had these thoughts, you are not alone. The sudden movement of interest rates is having an impact on society. And perhaps the most significant impact is on new homeowners who purchased their first home or upsized their mortgage on a new home right after COVID when interest rates were at historically low levels.
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Recently, two US banks failed. Silicon Valley Bank and Signature Bank. Silicon Valley Bank was the bank of choice for technology companies in the US. Signature Bank was a regional bank based in New York. This was big news in New Zealand because four New Zealand companies; Rocket Lab ($62m of $789m), Xero ($8.2m of
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