Compound Wealth Blog

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Adam Stewart Adam Stewart

DIY KiwiSaver - build your own KiwiSaver portfolio

At Compound Wealth, we have access to a new, low-cost, open-architecture KiwiSaver Scheme that gives you more control and flexibility on your retirement savings. With this unique offering, you have access to over 400 securities (ETF’s, funds, direct equities & bonds) allowing you to build your own investment portfolio that suits your goals, needs, and appetite for risk.

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Adam Stewart Adam Stewart

Some Holiday Perspective

As the holiday season approaches, it’s a good chance to sit back and reflect on what really matters, away from the day to day activity that accompanies us through the year. Those who have been following markets in 2022 will know that returns so far have not been great with investors remaining worried about high inflation, slowing growth and aggressive rate hikes.

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Adam Stewart Adam Stewart

5 Things You Should Know About A Bear Market

When stock market prices decline and a bear market occurs, it provides investors with the ideal opportunity to buy. This is assuming that the market will recover which is highly possible but it does provide opportunities to purchase some of the best stocks in the market at a good price with the hope that they will deliver excellent returns in the long term.

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Compound Wealth Compound Wealth

Consistent investing is smart investing - Dollar cost averaging

Dollar cost averaging (investing a fixed amount at regular intervals) is perhaps the best way to ensure that you are taking advantage of any dips in the market. For the majority of KiwiSaver investors, you are already employing this strategy unknowingly as you are contributing an amount towards your KiwiSaver every pay. In this post, we explain the real benefits of consistent investing, and how to assure your’e reaping the benefits!

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Compound Wealth Compound Wealth

Timing the market

Timing the market can be a tempting proposition for investors, but often this desire leads to an increase in lost gains. It is very tempting for KiwiSaver investors to switch from a growth to conservative fund to shield themselves from adverse market swings. In this post, we take a look at a better strategy for maximising your KiwiSaver fund.

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Adam Stewart Adam Stewart

Hold Your Course

It's completely understandable if your brain is telling you to get out of the market. Research shows that people hate losing even more than they like winning.

It's one of the reasons having a financial advisor is most valuable during a market downturn, when your emotions actively try to convince you to do things that are likely to hurt you.

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Adam Stewart Adam Stewart

Focus on What Matters and Ignore the Noise

The simple truth of compounding returns is the most important thing that matters for the long-term investor. Yet in today’s world we are consistently bombarded with distractions, become pre-occupied with other things, and we forget this simple truth.

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Adam Stewart Adam Stewart

Keeping your Baskets in Order

The benefits of good financial diversification are not to be scoffed at. Most importantly it manages risk and reduces the impact a bad event in any one asset has on your overall financial wellbeing

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