Monthly Market & Fund Update Markets bounced back sharply during April on the back of positive news. Many countries started to relax lockdown restrictions and positive signs from China’s economy restored some hope that the impact from COVID 19 will be shorter lived than initially expected. April saw the 5th best month for the MSCI […]
When you consider the biggest risk to your wealth – Every investor would have heard of equity and listed property referred to as ‘risk assets’. They would also have seen a graph which shows the relative risk of different asset classes, with cash at the bottom as the ‘lowest risk’ and equity at the top […]
The South African Revenue Service (SARS) wants to help you pay for your retirement. The way in which they do this is by offering generous tax deductions when you make contributions to your retirement annuity (RA), pension or provident fund. On 1 March 2016, the tax deductions for retirement savings increased from 15% to 27.5% – which means you can […]
Surviving as an independent financial advisor will be dependent on having a great business model. Many people recognise the value of truly independent financial advice. An advisor that is not tied to any specific product providers can offer a range of solutions from different sources and is more likely to be free from conflicts of […]
This week , S&P cut South Africa’s long-term foreign currency debt rating to one notch below investment grade. The local currency rating was also cut but remains investment grade. The outlook was kept as negative: Long-term foreign currency rating cut to BB+ from BBB- Long-term local currency rating cut to BBB- from BBB Below is […]
