Bloomsbury Associates Blog
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Posts include an overview of the markets and market movements, together with articles relating to investments and finances. Wellington-based Bloomsbury Associates provides professional financial advice to investors, family trusts & charities.
Bloomsbury Associates Blog
2M ago
In the year to date, share market returns for companies with significant investments in AI have been stellar. In this article, we delve into historical share market reactions to transformative technologies, examine the current landscape with AI and reinforce the importance of disciplined investment principles. about lessons for investors in an AI future ..read more
Bloomsbury Associates Blog
2M ago
Towards the end of the calendar year, there's a natural tendency in the financial media to look both back and forward - back on the events of the past 12 months and forward to what we imagine the coming year might hold. In this article we review what they predicted for 2023 - compared with what actually happened. about 2023: another year that defied the experts ..read more
Bloomsbury Associates Blog
9M ago
Globally, regulators are warning of an increase in financial disinformation and outright scams, fuelled by the growth of social media use, the failure of a traditional media gatekeepers, rising isolation during the pandemic and the human propensity to fall for get-rich-quick pitches. about dealing with rising interest rates ..read more
Bloomsbury Associates Blog
2y ago
"What is your number?" That is the catch phrase of a popular advertisement that runs and re-runs amongst financial advising companies. The premise is a good one, namely that they are going to determine how much you need for retirement and then aim to help you hit that goal. about how you can't put a number on happiness ..read more
Bloomsbury Associates Blog
2y ago
When we talk with clients, we try to work through all the anchors they have in their mind regarding recent market activity or prior investing experiences. If necessary, we help articulate the arguments and provide the evidence that leads to prudent choices. about the influence of what you know on what you don't ..read more
Bloomsbury Associates Blog
2y ago
Susan B Anthony, who led the fight for women's suffrage in the United States, once said, "Independence is happiness". The same is true today. The ability to choose without unnecessary constraint often leads to better and happier outcomes. Unfortunately, in the financial advisory industry, the ability to freely choose is often impeded ..read more
Bloomsbury Associates Blog
2y ago
The old adage is true; you can't take money with you when you go. But the truth is you can't take your material possessions either. The answer might be to try to target your spending on ways to maximise your happiness, rather than on just accumulating more stuff. about spending to maximise your happiness ..read more
Bloomsbury Associates Blog
2y ago
When markets fall, it's very natural for any investor to get nervous. We thought we would remind you of the reasons why we will never suggest you sell your shares before or during down markets. Buying high and selling low just doesn't make sense. We avoid it at all costs. We can't really think of a worse reason to sell than the fact that the price went down. Can you ..read more
Bloomsbury Associates Blog
2y ago
There is a new movement known as Socially Responsible Investing (SRI) that takes a holistic investment approach, where environmental, social, corporate governance and ethical issues are considered alongside financial performance when making an investment ..read more
Bloomsbury Associates Blog
2y ago
The 30s seem to be the decade of life when many major financial decisions are made. We've graduated from university, have a big mortgage, we get married, we have children, and we buy a car less than ten years old. It's the time of life when we could really use financial discipline and guidance. about why your kids ask for financial help in their thirties ..read more