February 12, 2020
Who are the latest winners? Offshore equities perform the best in 2019, however… By Andró Griessel 11 Jan 2020 If you’ve got the impression that your […]
February 5, 2020
RA’s: Friend or foe? If used effectively, it holds numerous advantages By Cassie Carstens 01 Feb 2020 It is that time of the year where everyone […]
January 27, 2020
Which horse are you betting on? If you want to stay ahead, you need to understand your own unique risk profile By Cassie Carstens 30 Nov […]
January 14, 2020
Flex your financial muscles Sticking to financial new year’s resolutions is easier By Andró Griessel 21 Dec 2019 I hope that you are reading this with […]
January 8, 2020
Life annuities as a solution A few factors to consider before making a decision By Andró Griessel 19 Oct 2019 I recently received an email from […]
November 20, 2019
How not to make money Investors repeatedly shoot themselves in the foot By Andró Griessel 21 Sep 2019 In May 2014 I wrote an article named […]
October 28, 2019
History says little about future Buy & hold (in a balanced portfolio) remains your best bet By Andró Griessel 28 October 2019 How can you tell […]
October 11, 2019
Decision-making is not for the faint-hearted 03 August 2019 If I assume that basic opportunities (like education, family circumstances, access to health services) for all people […]
August 7, 2019
Even with a crystal ball in hand… 07 July 2019 Imagine it’s Tuesday morning, 1 December 2015. While your first cup of coffee is waiting for […]
May 24, 2019
Where will their help come from? “Have you never heard of the cradle-to-grave approach to client service?” a cheeky millennial asked me about two years ago. […]
February 11, 2019
Dollar cash the best place in 2018 but … Let’s be honest…most investors are more than a little worked up after the bad returns of the […]
November 12, 2018
Currency weakness: Is there lessons to learn from the past? At the time of writing this article the Rand is trading at about R 14.90 against […]
October 5, 2018
4 Myths in financial planning In the world of financial planning there are numerous “wisdoms” that gets shared which is probably not that wise, simple or […]
September 17, 2018
Offshore investments: Easier said than done “I want to take my money offshore” is probably the most common request we have received the past couple of […]
July 19, 2018
Tax on interest might be costing you The last 3 years has seen a lot of uncertainty in the market. You would not be blamed for […]
June 26, 2018
Inheritance: Here’s a plan In the first article that I wrote on inheritance by means of a comprehensive life policy (Click here to read more), I […]
May 23, 2018
Think twice about the inheritance you leave behind We frequently come across a situation where clients try to sort out their children’s bequests through life insurance, […]
May 2, 2018
Is Ramaphosa = Good times ahead? Mr. GJ van der Merwe from Ceres always used to say, “a fish rots from the head down.” South Africans […]
April 26, 2018
Is this 2018 or 2008? If you are an aggressive investor in growth assets, you’ll be excused if you open your March quarterly statement and think […]
March 2, 2018
Investments: So how much interest do you offer? By Cassie Carstens Although this question is not phrased in a sensible way, it is one that is […]
