Blog

Monthly Update

Nov 9

The War in Ukraine, rising inflation, rising interest rates & slowing global economic growth. All of these factors have weighed on investor sentiment and subsequent financial market performance in 2022 and led to what could be one of the worst years on record for traditional balanced portfolios if the trend continues until year-end. What needs […]

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Monthly Update

Nov 4

Read more about it here in our Monthly Newsletter : Monthly Market & Fund Update Summary  – September ’22

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Monthly Update

Aug 13

The inverse relationship between Risk & Time With financial markets experiencing a difficult year in 2022, it is important for investors to be reminded of the utility and purpose of different asset classes (ie. ash, bonds & stocks) in an investor’s portfolio over the short- and long-term. Read more about it here in our Monthly […]

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Monthly Update

Jul 7

How Rising Interest Rates Affect Your Investments? Interest rates have risen by 1.25% since the lows of 2020. Rising interest rates have direct implications on debt repayments & on expected returns of asset classes such as property, equity, bonds & money market investments. In this months newsletter we compare the impact on each of these […]

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Monthly Update

Jun 13

How to navigate a rising inflation and interest rate environment? Consumers are currently experiencing record levels of inflation not seen in decades, across both developed and developing countries. Based on the latest economic data it seems probable that South Africa will follow suit. The two main measures used to determine the rate of change in […]

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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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