Market returns through a century of recessions

Lessons from history This is an interactive article from Dimensional Fund Advisers. It shows how ...

Retirement villages – pros and cons

What you need to consider There are over 48,000 residents in over 450 retirement villages ...
investing long-term

Worried about the share market?

Why long-term investing is crucial Imagine it’s 25 years ago, 1997: J.K. Rowling just published ...
average market return

The average market return

Investors need to realise to get an average return that investment returns do fluctuate and ...
value premium

The value premium

The work of Fama & French showed the three key drivers of long term performance ...
economic commentary 2022 Lyfords

Lyfords Quarterly Newsletter

Lyfords quarterly newsletter reviews key financial market events that have impacted portfolio returns. Each quarter ...

Property Price Expectations

Property has produced extraordinary investment returns for New Zealanders over the last decade. Many investors ...

The SPIVA scorecard

SPIVA (Standard & Poors Index vs Active) research is a very extensive study looking at ...
estate planning

Estate planning – checklist

Get your affairs in order before you die Losing your parent or partner is one ...
timing the market vs time in the market

Time in the markets vs timing the markets

The cost of trying to time the markets The impact of missing just a few ...

Fund managers rarely outperform the market for long

Article from The Economist, Buttonwood June 24 2017 Sheer luck is as good as past ...

Business will never go out of business – Covid-19

While the impact of Covid-19 on world economies has not fully played out and portfolios ...
Trusted Adviser Mark - mark of excellence for financial advisers

The value of advice quantified

The Financial Services Council surveyed 2,000 New Zealanders in March 2020 and found those people ...
David Booth Dimensional

David Booth on Forecasting Returns

In this video Dimensional Fund Advisors' founder David Booth shares his perspective on the limitations ...
Hidden fees in currency conversions

Hidden fees in currency transactions

Beware of the hidden fees charged by banks While banks often disclose for overseas money ...

The randomness of investment returns

The folly of chasing returns When you look at world share market returns are there ...
NY Stock Exchange

How the Dow Jones Index has performed over 120 years

In 2016 Chris Kacher, MoKa Investors published a graph of the Dow Jones Industrial Average ...

Eugene Fama’s Noble Prize – Efficient Markets

The 2013 Nobel Prize in Economics was awarded to Eugene Fama, with two others, for ...

The right time myth

When is the right time to invest? Some investors say they will wait to invest ...

Dr Richard Thaler, Nobel Prize in behavioural finance

What can we learn  from Thaler's research in attitudes and behavioural finance? Do investors behave ...
macro economic model of the economy

Macro-economic mechanical computer

William Phillips originally an electrical engineer who became an economist in the 1950's designed a ...
x-ray showing breast cancer tumour

Alison coping with breast cancer

Alison Renfrew was diagnosed with breast cancer on 5th December 2006. The image above is ...

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