Insights
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Jan 08
Hindsight is 2020. Foresight isn't.
Most of us would like to know what the future holds and we get some comfort out of trying to forecast what may lie ahead, but can we make investment decisions on forecasts, opinions and views?...
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Dec 24
Christmas news and predictions
Is that time of year where predictions are in place for 2020. Should you listen? Plus how have the last few months tracked....
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Nov 25
Why we allocate investments to Dimensional Funds
Occasionally Optima Wealth is asked why we allocate a high proportion of funds to the range of funds supplied by Dimensional Fund Advisers (Dimensional or DFA). Optima Wealth and our research partner ...
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Sep 19
How to protect yourself from rogues/fraud
You may have read the recent news of Barry Kloogh, a Dunedin based financial adviser that the SFO are investigating him and his operation. The initial signs are not looking promising for the investors...
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Aug 05
The value of independent advice
At Optima Wealth, we believe advice starts with you. By understanding where you stand, what you want to achieve and what your intentions, values and objectives are, we're able to build a foundation f...
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