Below are money-related articles I most commonly refer to clients, potential clients, colleagues, peers, family members, friends, and fiends.

February 18, 2022

Paid off the mortgage? Don’t cancel your income protection insurance just yet

February 11, 2022

Don’t cancel or reduce your insurance in the heat of the moment

December 17, 2021

Kids and money – building financial literacy and investing on their behalf

September 17, 2021

High guaranteed returns? 🤮

July 30, 2021

Return OF capital versus return ON capital

July 9, 2021

What does financial security mean to you?

June 18, 2021

Are you spending or investing? It’s not always black and white

June 4, 2021

Volatility is inevitable

May 28, 2021

Active investment is great! Just pick the right domain

March 12, 2021

Shades of right – avoiding black & white thinking and “musturbation” when it comes to your finances

January 29, 2021

What your balance sheet omits [human capital]

January 22, 2021

What is your asset allocation?

January 15, 2021

The story of your life has many chapters

November 20, 2020

Financial planners provide four distinct services. A lot of Kiwis don’t need them all.

October 2, 2020

There are two types of job security (continued)

September 11, 2020

There are two types of job security

August 21, 2020

People are interesting (and what is right for one person may not be right for the next person)

June 5, 2020

Flawcasting: a demonstration

May 22, 2020

You can’t short the apocalypse – so why not be optimistic?

May 15, 2020

Financial literacy and financial confidence

May 7, 2020

April 2020 was the S&P 500’s best month in over 30 years. Huh?! How is that possible?

April 24, 2020

What are your shadow assets worth?

April 14, 2020

Capex and Opex for personal finance

March 31, 2020

Even cash can be risky

February 18, 2020

What type of inheritance do you want to leave?

December 20, 2019

Insurance isn’t black or white

December 6, 2019

How I money

November 1, 2019

The minefield of ethical investing

September 6, 2019

Baches (or: some terrible financial decisions can be great life decisions, and vice versa)

July 19, 2019

My (in)efficient market hypothesis

June 28, 2019

Questions I ask clients (and why I’m not afraid of roboadvice)

June 14, 2019

Stop complicating your financial affairs!

May 31, 2019

You’ll never have the “right” amount of insurance (but don’t let that stop you)

April 12, 2019

The most important assets can’t be found on a balance sheet. (An ode to resourcefulness)

February 15, 2019

How money misconceptions can put your life into hard mode

December 10, 2018

Kiwis should embrace supermodels

November 26, 2018

Eat, drink, and be merry – for tomorrow we die

November 12, 2018

Parents can help out their children by underwriting risks

October 9, 2018

Don’t be fooled by the 4 percent rule

September 16, 2018

How to calculate your asset allocation

September 14, 2018

Should you repay your mortgage or invest?

August 6, 2018

The folly of predicting market downturns

July 30, 2018

NZ Super and uncertainty in retirement planning

July 16, 2018

When taking too little risk is risky

June 25, 2018

Three ways to invest in financial assets in New Zealand

June 11, 2018

Where are people getting advice about direct property and what sort of advice are they receiving?

March 29, 2018

Headwinds and tailwinds: Every dollar is easier than the next

March 11, 2018

The absurdity of asset-based fees

March 8, 2018

Build wealth by being lazy!

December 21, 2017

Risk management for ballers

December 15, 2017

If you’re getting personal insurance, don’t go direct

November 16, 2017

Money is not the measure (risk edition)

October 2, 2017

“What investment return can I expect?”

September 14, 2017

Financial advisers don’t need to implement on behalf of clients. Long live advice-only financial advice!

August 21, 2017

What is your investing risk profile? Answering a risk questionnaire won’t tell you.

July 21, 2017

The cost of residential care

June 27, 2017

Repaying debt is building wealth

June 19, 2017

Red flags to consider if you’ve received personal insurance advice

June 17, 2017

The big financial decisions you make need to reflect your values and priorities

June 11, 2017

How to be lucky

May 15, 2017

You have a financial plan, whether you’re aware of it or not

May 12, 2017

Your insurance needs should reduce as you get older

May 5, 2017

“If money doesn’t make you happy then you probably aren’t spending it right”

May 5, 2017

Why I’m paying for my children to get EPAs when they turn 18

May 1, 2017

Long-term retirement planning and the uncertain future (speculative)

April 12, 2017

“Hurry up and wait” – why laziness is an investor’s best friend

April 4, 2017

“Fees never sleep.” – Warren Buffett’s bet

March 27, 2017

If you fancy yourself as a stock picker, think about this.

March 9, 2017

Future babble: why expert predictions fail and why we believe them anyway

September 18, 2016

The younger you are, the wealthier you are

July 20, 2016

Wealth and bandwidth

June 10, 2016

Investment managers and the paradox of skill

January 24, 2016

How to lose wealth (or: How do you turn a large fortune into a small fortune?)

October 10, 2015

Insurance is a foundational risk management tool. But like any tool, it doesn’t cover all contingencies

September 9, 2015

The biggest risks we take aren’t swashbuckling risks

July 16, 2015

What will happen as a result of Greece? I don’t know. Neither do you. Nor does anyone, really.

February 6, 2015

Do ALL people need life, trauma, TPD, or trauma insurance? No. Do MOST people need insurance?

January 21, 2015

After you've prepared a will – giving your executor(s) some breadcrumbs in case the worst happens

December 5, 2014

You shouldn't (and can't) save a fixed percentage of your income every year of your life…

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