Recently, Rick spoke to Jerome Doraisamy on the Lawyers Weekly podcast about how his upbringing shaped his values and approach to financial planning. He also shared insights from his 800-kilometre journey on the Camino de Santiago, offering inspiration for a summer reset and a successful 2025.
Read MoreAt the recent GAIA conference, we learned from the Canterbury Crusaders that their extraordinary team culture, built on connection, belonging, and effective leadership, offers valuable lessons for everyone (3 mins read).
Read MoreOur team member, Rick Walker, just spent 5 weeks in April walking over 1,000km along the Camino de Santiago.
Since our client community has a lot of avid travellers, he has written an article to answer the three most common questions (3 mins read)
Read More“Wall Street’s Wisest Man” shares six investment lessons he has learned over his career, with a common theme - learning to minimise mistakes (3 mins read)
Read MoreWe extract the key learnings from Morgen Housel’s insightful podcast on The Art of Spending which looks at the psychology behind why each of us chooses to spend our money (4 mins read)
Read MoreFinland has been the happiest country on earth for the past six years, according to the World Happiness Survey. Why? (2 mins read)
Read MoreWhen unexpected events inevitably occur, there are some inherent human behaviours we must curtail for our own longer term benefit (2 min read)
Read MoreLast week we had the pleasure of hosting an evening seminar with Barry LaValley sharing his expertise in the non-financial aspects of retirement. Here we provide a summary of the key points from the evening (5 mins read).
Read MoreAh regret. A feeling of sadness, repentance or disappointment. The emotion of wishing one had made a different decision in the past. (3 mins read)
Read MoreThe secret to satisfaction is not to increase our haves—that will never work, writes Arthur C. Brooks
Read MoreStandard & Poor’s has been publishing their SPIVA or ‘S&P Indices Versus Active’ research reports for 20 years. We review their key findings (3 mins read)
Read MoreThe last three years have been rough. As we approach a new year, we wanted to provide some ideas for how you can plan to live well, and perhaps better, in 2023. (2 mins read)
Read MoreInvestors face uncertainty in 2022, but not for the first time. How have markets performed through recent periods of uncertainty? (3 mins read)
Read MoreProfessor Ken French has contributed to Nobel prize winning research into the behaviour of security prices. We recently listened to him share his “5 things I know about investing” (6 mins read)
Read MoreImagine the difference to your investing experience – and your investment returns – if you accept sharemarket volatility as the price of admission for growing your wealth (3 mins read).
Read MoreA 75-year Harvard study into what keeps us happy and healthy as we go through life shares its results (watch video)
Read MoreMany people are unhappy because of how they measure their progress. When you take stock of your accomplishments rather than your ‘ideal’ moving target, it can have enormous psychological benefits (3 mins read).
Read MoreLast night the US stockmarket officially became a ‘bear’ market, meaning the market has fallen 20% from the recent high. We look at how markets have performed 1, 3 and 5 years after a 20% market decline. The answer is good news for investors (3 mins read).
Read MoreFor many, the highest form of wealth is not the size of your portfolio, but being able to control your time (3 mins read)
Read MoreMany of us have experienced the impact of cognitive decline on loved ones. At Stewart Partners, we are alert to the mental capacity of a client to ensure they are making informed decisions. This article discusses the challenges of mental incapacity and preventative steps we can all take. (6 mins read)
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