Category: New to investing

The Silver Lining in Falling Markets

30 September 2022

Falling markets are never good as you are suffering losses in your portfolio which impact your long-term returns. Investors cannot

Inflation impacts almost everybody

26 August 2022

“Inflation Swindles Almost Everybody” A few months ago, at the Berkshire Hathaway AGM, investor Warren Buffet uttered those words. With

Milford Insights The Four Money Disorders

The Four Money Disorders – How to better understand your clients

5 August 2022

In this article, we present research that forms part of Milford’s and XY Adviser’s recently published whitepaper for Australian Financial

What’s your level of financial wellbeing?

12 May 2022

In this blog I present research on the factors influencing our feeling of financial wellbeing and what we can do about it. This research forms part of Milford’s recently published whitepaper for Financial Advisers titled ‘Financial Advice Reimagined’, in which explore how implementing better financial behaviours can lead to improved lifelong money relationships.

The Great Wealth Transfer

5 April 2022

‘The Great Wealth Transfer’ is the transfer of wealth from the Baby Boomer generation – a process that Forbes magazine

Offshore wind power comes to town

24 September 2021

Offshore wind farms are impressive structures. The latest turbines stand 250m tall, with rotors sweeping an area three times the

XY Adviser Monday-Market-Highlights-Roland-Houghton

Monday Market Highlights: 9th August 2021

9 August 2021

Today we cover the Non Farm Payrolls release in the US, the RBA monthly meeting, the weekly ABS payroll and

Stock Story: Coretex

4 August 2021

What does Coretex do?
Coretex Limited is a privately owned NZ company that operates internationally in the heavy vehicle telematics sector.

Investing in changing times: Competition is now high on the President’s agenda

3 August 2021

Competition and corporate consolidation. President Biden’s 2020 election campaign was relatively quiet when it came to this topic. We were

Will higher oil prices see us all drive electric vehicles sooner?

28 July 2021

There are many areas in financial markets that are higher than before the onset of Covid-19. Despite a significant hit

What is concerning the bond market?

19 July 2021

As economies repair from the pandemic, unemployment has fallen, and inflation has risen. As key objectives for central banks, this

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Category: New to investing

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