John Killick

Should we buy property or use a managed fund in retirement?

(Readers should note:  The strategy is designed for a retired couple – it does not apply to accumulators)

I was asked the other day, by a 65 year old couple, what they should do with their capital from the sale of a business.  Their home was freehold and...

What side of the fence do you operate?

Most people are living their lives:

• Impulsively
• Emotionally; and
• Unplanned

The great’s and the successful are:

• Purposeful
• Passionate; and
• Planned

It seems easy to recognise this disparity when you mention a few names.  Rutherford, Hillary, McCaw, Kirk, Te Kanawa, Tindall

The impulsive, emotional and unplanned are always subservient to either:

• Other people
• Institutions; or
• Events

What stops the transition beats...

Bernie’s Utopia

When Megan Kelly, the Fox News journalist/interviewer, asked Dr Ben Carson why he thought Bernie Sanders was polling so well for the Democrats in the US leadership selection procedure, his answer was both concise and insightful.

“The young, the millennials, think socialism stands for social issues”.  Bernie’s socialist...

The path to the White House

Between now and when Barak Obama leaves the Oval Office in January 2017 investment markets worldwide will experience considerable volatility.  Investors and especially fund managers do not usually excel in turbulent times.  For some specialists, volatility of markets is their domain.  Traders in currencies, futures, options, can...

8 Guides to Successful Investing

1.         Keep your expectations in line with history.  Historically stocks have returned between 6 and 7% after inflation over the last two centuries and have sold at an average P/E ratio of about 15.

2.         Stock returns are much more stable in the long run than...