Investor Education

Welcome to the Investor Education section. Here you'll find various topical articles written by Martin Hawes.

If you have any questions, please don't hesitate to contact your financial adviser or one of the Summer team.

The demise of DIY investing
The impact of pessimism on investing
Patience
Behind every stock is a business
The Magnificent Seven
Setting goals for 2024
Investment in 2023 and the year ahead
Thinking fast
Asset allocation
Volatility
Sorted
Diversification for long-term investors
Annual Member Statements
Behavioural Economics
Interest rate effects
Pay off debt or invest
Tough times, cash at the ready
Planning to save
Investment in 2022
Investing in tough times
The place of fixed interest
The place of property
The place of shares
Pay mortgage or invest
Annual member statement considerations
Market volatility
Managing your money in retirement
Market timing during volatility
Central banks
Inflation
Financial goals
Alternative investments
Property Investment
Mr or Mrs market
Fixed interest valuations
Share valuations
Inflation and interest rates
Diversification
Bank deposits
The world of investment
Setting your investment strategy
Dollar cost averaging
Investment risk
Diversified portfolio
Deflation vs inflation
Bad stuff happens
Fixed interest
Market sentiment
Back to basics
Switching
Old investment sayings
Rebalancing
Day of reckoning
The joy of cash
Active versus passive
The property ladder
Low interest rates and KiwiSaver
KiwiSaver is a great learning opportunity
Investing in retirement
Project: My finances
Fund options
Set but don't forget
Pay yourself first
Market volatility and risk
Home ground advantage
No reward without risk
People and process
Active Management
Choosing the right KiwiSaver fund
What's in a name
Martin Hawes on shares
Listed property by Martin Hawes
Martin Hawes on how fixed interest works
Martin Hawes on strategic and tactical asset allocation
Immigration in an aging world
The importance of regular contributions
The difference between price and value
Martin Hawes on the value of cash
Do elections matter?
China - An update
Aligning KiwiSaver with savings objectives
Matching assets to liabilities by Martin Hawes
Asset Allocation by Martin Hawes
Martin Hawes on the 4% rule
Martin Hawes on investing in bonds
Martin Hawes on debt: the good, the bad, and the ugly
Martin Hawes on should you invest while you have a mortgage?
Family Trusts by Martin Hawes
Understanding basic ratios

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Welcome to the Investor Education section. Here you'll find various topical articles written by Martin Hawes.