Blog

Monthly Update

Sep 14

Current Bull Market Comparison : A bull market is broadly defined as one that rises over time without falling more than 20% from it’s peak during that period. Bull Markets start where bear markets end, as investors regain confidence due to different factors such as the ending of a recession, improvements in sentiment & other […]

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Monthly Update

May 31

How does inflation impact the value of your investment? Most investors know about inflation. Everyone experiences inflation on a personal level when we see the average price level of goods and services rise every year. We also understand that the Real value of capital decreases by inflation every year. Although we experience it on an […]

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Monthly Update

Feb 22

This month we’re discussing the advantages of a Retirement Annuity – Click the link to view our monthly Newsletter Summary – January ’21 Monthly Market & Fund Update

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Lower your tax in 2021

Feb 10

It’s almost the end of the 2021 tax year (1 March 2020 – 28 Feb 2021) which means you have just a few days left reduce your taxes for this year. It may even result in a higher tax refund when you submit your annual tax return with us this tax season. Here are the […]

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Monthly Update

Jan 11

We would like to wish all of our clients a safe & prosperous 2021. Click the link to view our monthly Newsletter Summary – December ’20 Monthly Market & Fund Update    

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Monthly Update

Nov 25

Click the link to view our monthly Newsletter Summary – October ‘20 Monthly Market & Fund Update    

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To invest locally or offshore? That really isn’t the question

Nov 16

As a local investor who has faced a bumpy 2020 in financial terms, you may be looking to global markets to expand your investment horizons, with the hope of recouping some of the losses that you may have incurred in local markets this year. Before you move your money offshore though, take a moment as […]

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Investment guidelines to see you through the crisis

Oct 21

Bouts of market volatility may be unsettling but they are an unavoidable feature of long-term investing. The important thing is to avoid making mistakes along the way. These investment guidelines hold true for any environment, but they’re particularly useful to keep in mind during times of extreme volatility. Here are six investment guidelines to keep […]

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The importance of a Will

Oct 21

Too many people don’t consider the essential importance of writing a Will, assuming that everything they have earned will automatically be left to the ‘obvious’, intended beneficiaries when they pass away. But that’s not always the case. WHAT HAPPENS IF I DIE WITHOUT LEAVING A WILL? The short answer : If you pass away without […]

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What Is a Will and Why Do I Need One Now?

Oct 5

The document spells out who should get your assets after your death. A will is a legal document that sets forth your wishes regarding the distribution of your property and the care of any minor children. If you die without a will, those wishes may not be carried out. Further, your heirs may be forced […]

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