Scroll

Wealth Management Articles

The willpower to withstand.

05 February, 2016

The willpower to withstand

The recent rollercoaster ride of investment markets has required willpower — Carmel Fisher says don’t panic, resist temptation and you’ll reap the rewards of investing. Read on ...
Living on autopilot.

29 January, 2016

Living on autopilot

Carmel Fisher discusses how living on autopilot and relying on technology may make life easy but it can be financially dangerous. Read more ...
AUDIO
How financially literate are you?.

24 November, 2015

How financially literate are you?

A recent survey showed that 2/3 of people around the world couldn't correctly answer a short test on basic financial concepts. Carmel Fisher reviews the concepts and how little us Kiwis fared.
$1,000: the magic number?.

09 November, 2015

$1,000: the magic number?

Over the years when we've asked people how much money they think they need to live on in retirement the most common answer we hear is $1,000 per week. Read more ...
Successful recipes for fast food operators.

05 November, 2015

Successful recipes for fast food operators

While portfolio holdings Restaurant Brands and Domino's Pizza operate successfully in the fast food sector, their similarities end there. Fisher Funds looks at the different growth strategies they are pursuing.
What we're reading — Roger Montgomery writes about buying and selling at the wrong times.

05 October, 2015

What we're reading — Roger Montgomery writes about buying and selling at the wrong times

Respected Australian fund manager and author, Roger Montgomery, recently wrote a piece about investors who withdrew funds a month after investing in his newly launched global fund, having been unnerved by global market volatility.
The smartest guy in the room — understanding investment jargon.

21 August, 2015

The smartest guy in the room — understanding investment jargon

Carmel Fisher discusses jargon and how it can mislead and influence. She warns investors to beware and find out what the terminology means before making investment decisions. Read more ...
Money talk healthy for kids.

15 May, 2015

Money talk healthy for kids

The earlier parents discuss money with their kids the more likely they will have a healthy relationship and attitude towards money. Carmel Fisher shares some tips from a recent book by Rob Lieber about raising unspoiled kids.
Is it time to re-think your relationship with cash?.

01 May, 2015

Is it time to re-think your relationship with cash?

While individual investors often think cash is king, few investment professionals agree. But cash has some good qualities when used appropriately. As with anything, moderation seems to be the key.
Millenials investment attitudes at odds with baby boomers.

24 April, 2015

Millenials investment attitudes at odds with baby boomers

Attitudes towards savings and investments have changed over the generations. Fisher Funds discusses what has influenced these changes and what it may mean for markets in the future.

Is there anything we
can help you with?