Investment Ideas and Articles
Generation Wealth Management publishes a regular newsletter and articles we believe are of interest to our clients. Please click on the links below
client newsletter - the generator q1 2025
The trouble with tariffs
Should we simply stop paying attention?
Which country will outperform?
client newsletter - the generator q4 2024
What is the point of market forecasts?
Investing with the markets at all time highs
Investment Strategists miss the mark more often than not with their forecasts
client newsletter - the generator q3 2024
Rethinking retirement
Should you chase today’s winners?
How many millionaires are there?
Client newsletter - The Generator q2 2024
Roger Federer vs the sharemarket
Lessons from NZ’s silent housing crash
client newsletter - The generator q1 2024
What past elections can tell us about the upcoming US vote
Bad news for chocolate lovers
Inequality increasing
Should you trust financial influencers?
client newsletter - the generator q4 2023
The gap between NZ Super & cost of living continues to grow
24 things I believe about investing
The power of compounding
Advisers boost client portfolio returns
client newsletter - the generator q3 2023
An explanation of currency hedging
How managing wealth is much like managing your health
Some things learned about money
Global Diversification - visual of world sharemarkets
CLIENT NEWSLETTER - tHE gENERATOR Q2 2023
Change in Trust tax rates coming
Don’t be fooled by the latest IRD scams
Why you should stay the course
Millionaires on the move
Mental Liquidity
When in doubt - Zoom Out!
client newsletter - The generator q1 2023
Bank on Investment Principals
How safe are NZ Banks?
The Evolution of Equity Markets
Our Investment Philosophy
client newsletter - The generator q4 2022
Results of our client survey
Finding Progress in a sea of negativity
How recency bias affects us
CLIeNT NEWSLETTER - THE GENERATOR Q3 2022
Everything Compounds
How often is the share market positive?
How to invest in a Volatile, Uncertain, Complex & Ambiguous world
client newsletter - the generator q2 2022
The Secrets of a happy retirement
Are you feeling anxious about your portfolio?
The worst years ever in the US sharemarket
Tables - The worst years ever for the US sharemarket / Returns in the years after the worst annual performances for the US sharemarket
client newsletter - the generator q1 2022
Markets are a Beauty Contest
NZ Retirement Survey - how much do you need to have saved?
Business will never go out of Business
The past impact of wars on share markets
Client newsletter - the generator q4 2021
The Great Moderation - outlook for 2022
The cost of retirement increases again
Did you know…….
Market Timing & Predictions
client newsletter - the generator q3 2021
The markets this Quarter
Super Returns for NZ Super Fund
September statistically the weakest month
Changes to client portfolio structures
Will your new Council Valuation (CV) be relevant?
client newsletter - the generator q2 2021
The markets this Quarter
Interest Rates up, Bond Prices Down - Is there a silver lining?
Rule Changes & House Prices - What might happen?
Could Herd Immunity be closer than we think
CLIENT NEWSLETTER - THE GENERATOR Q1 2021
Six mistakes people make with retirement planning
Four things everyone needs to know about the markets
Why people won’t change their minds
CLIENT NEWSLETTER - THE generator q4 2020
Random thoughts from 2020 - a year we’ll never forget
Climate risk top priority for global asset managers
What happens when investors see people dumber than they are getting rich?
CLIENT NEWSLETTER - The Generator Q3 2020
The market comeback of the century
What do low interest rates mean for NZ’ers love affair with term deposits
What happened to the middle class?
COVID-19 CLIENT UPDATE 3 - MAY 2020
The Big Bounce
Keeping an eye on the risks
Gold - the currency of last resort
COVID-19 client update 2 - APRIL 2020
Resilient Markets
The Importance of staying invested
Returns from the bottom of previous bear markets
Surviving your very first market crash
Coronavirus and the market: our take
(Click the image below to play the video)
The Importance of Staying Invested in Volatile Times
(Click the image below to play the video)
Covid-19 client update - March 2020
Covid-19 and its portfolio implications
What is your risk profile?
Thoughts for getting through this event
CLIENT NEWSLETTER - THE GENERATOR Q4_2019
Generation Wealth Management Newsletter
Have term deposits done their dash?
7 travel mistakes that could blow your holiday budget
Ask for the mortgage cash back
How to deal with financial uncertainty
Decision Regret
CLIENT NEWSLETTER - THE GENERATOR Q3_2019
Generation Wealth Management Newsletter
Cash is Trash! - interest rates fall again
Are you in the right KiwiSaver fund?
Your insurance policies aren’t set and forget
Does it take money to make money?
Should you time the market?
New Trusts legislation coming in 2021
CLIENT NEWSLETTER - THE GENERATOR Q2_2019
Trusts - who owns the assets?
Rates rebate time
Give your finances a winter makeover
How long will you live?
Is the Kiwi Dream changing?
Financial Superpowers
CLIENT NEWSLETTER - THE GENERATOR Q1_2019
What’s driving interest rates lower
Maximising KiwiSaver benefits
Is rental property investment still worth it?
The top 7 financial rip-offs
The best financial advice
Your household CFO
Client Newsletter - The Generator Q4/18
Christmas - a time of joy?
A roller coaster ride for markets
My kids will be OFF “the payroll”
Things you see during every market correction
Client Newsletter - The Generator Q3/18
Five financial mistakes to avoid in your 40’s, 50’s and 60’s
Why do I have to keep PROVING who I am?
How to get the most from your car insurance
Snake oil salesmen and Scam Artists