Articles

November 21, 2019

Planning for retirement in a risky world

Source: MoneyMarketing – Shreekanth Sing   Failing to plan is planning to fail, and nowhere is this truer than when it comes to retirement planning. However, […]
November 21, 2019

What Is Financial Literacy and Why Does It Matter to Me?

Source: TheStreet – Brian O’Connell   Financial literacy is a hot-button issue as memories still linger over the Great Recession and as millions of baby […]
November 21, 2019

Winding up deceased estates – info and certainty are key

Source: MoneyMarketing – Mandy Dix-Peek   Benjamin Franklin once said that in this world, nothing can be said to be certain, except death and taxes. While […]
November 21, 2019

The transition from fossils to renewables and its impact on consumer prices

Source: TheConversation – Anne Marie Oosthuizen   The impact isn’t uniform. The transition from fossil fuels to cleaner energies is a global pursuit. But it’s faster […]
November 21, 2019

Financial independence requires a psychological approach

Source: MoneyMarketing – Jodi Suchard   For any individual, the pinnacle of financial success is becoming financially independent. But what is financial independence, and how will […]
October 31, 2019

Mboweni’s medium-term budget in a nutshell

When Finance Minister Tito Mboweni presented his maiden budget in February, he brought a hardy aloe plant to Parliament and placed it on his lectern. […]
October 30, 2019

Understanding the true cost of Financial Emigration

Recent news reports have provided conflicting – and even wholly inaccurate – information around the implications for expats to the scheduled March 2020 change to […]
October 30, 2019

Time to start balancing RAs with 12Js

With some careful planning investors’ tax liabilities could be vastly reduced by combining the two investment vehicles. For individual taxpayers, retirement annuities (RAs) and Section […]
October 30, 2019

Understanding investment biases

Cognitive and emotional biases may result in poor investment decisions. As humans, we are predisposed to several cognitive and emotional biases especially when it comes […]