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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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Nov 07
October update 2019
October market update - A reminder on why independent advice is better - Why we use "Dimensional FA" as a fund manager...
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Nov 07
Spring update and Economic Commentary 2019
I am pleased to enclose our Spring Update, which contains two main articles. In the investment market review I summarise some of the key talking points in global markets over the last three months. In...
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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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