We spend a lot of time thinking about all the fun, relaxing things we’re going to do when we retire, but not as much time figuring out how to make the transition. Unfortunately, the retirement puzzle is about so much more than just kicking back and spending more time doing what we want to do.…
JMI Wealth Director Andrew Kelleher is hosting a lunch event together with MCIA Director Sean Stafford and the JMI Wealth Team. Thursday, 7th November, 12pm Tui Brewery, State Highway 2, Mangatainoka RSVP Louis Botes
Good news for ShareShedders – the Verdict Café can accommodate us every first Friday of the month starting Friday the 6th of September at 8:00. Please arrive a bit earlier to sort your eats and drinks so we can begin promptly at 8am. We’ve booked a conference room upstairs that can accommodate about 15 seats.…
Can American politics or any politics for that matter influence the share markets? If you have ever pondered this question, read on! Since the launch of Subversive’s (www.subversiveetfs.com) two Exchange Traded Funds (ETF) in February 2023, it seems that politicians might have inside information available to them. Or are they merely astute investors? The Unusual Whales…
Join us for a cup of coffee and a muffin while I introduce you to ShareShed, an easy and unique way to learn about DIY investing. ShareShed is a relaxed share investment network open to everyone, whether you are a novice or an experienced investor. 23rd August 2024 @ 09h30 Hokowhitu Café Manawatu Golf Club,…
When sitting down with an investment adviser to discuss your investment needs and goals, the first objective would be to ascertain your investment portfolio’s Strategic Asset Allocation (SAA). Considering your investment horizon, discussing the balance between growth and preservation of capital, whether you need an income distribution from the portfolio, your tolerance and appetite for…
Join us for a cup of coffee and a muffin while I introduce you to ShareShed, an easy and unique way to learn about DIY investing. ShareShed is a relaxed share investment network open to anyone, whether you are a novice or an experience investor. You can read more about it on my website. I…
When investing, especially when it is a substantial portion of your wealth, it is paramount to diversify as much as possible, and there are several ways to diversify and not have all your eggs in one basket. Applying a multi-manager approach to your investment portfolio is an added layer of diversification. Illustrating this by using…
Join us for a cup of coffee and a muffin while I introduce you to ShareShed.
Many people spend years saving and building up their wealth for a carefree retirement and yet don’t necessarily receive the full benefit of all their hard work. Bill Perkins has written a book “Die with Zero” in which he presents a retirement strategy that will lead you to relieve financial stress, live more richly, and…