It appears that Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.
Uncertainty, it seems, is the order of the day and investing for the long-term (but expecting realistic returns) is the only solution.
What is Capital Gains Tax (CGT)? Why do you have to pay it? How is it calculated? And how can you keep its impact on your finances to a minimum?
We’ll answer all these questions and several others in this handy explainer on one of the most poorly understood aspects of our tax law.
The fear of missing out (FOMO) is a powerful emotion for many people. And when it comes to investing, it can be a dangerous one. This is because FOMO creates a strong urge to act impulsively – which can have negative long-term consequences. Disciplined investors are able to keep FOMO
Baby Boomers – those born in the immediate aftermath of WWII – have been around the block a few times.
They’re used to making the most of life, and retirement should be no different.
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”. However, global economic uncertainties, including not knowing the president’s next move on tariffs and where interest rates will end the year, are creating a challenging environment for investors to
After your passing, the last thing you want is conflict among your heirs and unnecessary legal drama.
Many people shy away from life insurance because they view it as a tax on their current income in order to benefit someone else when they are no longer around.
Born between 1965 and 1980, Gen Xers have lived through times of economic turmoil, making them the first living generation to be worse-prepared for retirement than their parents. But they’re also equipped with some financial planning superpowers: they think on their feet and never take anything for granted.
Retirement is supposed to be the pot of gold at the end of the rainbow. But turning this dream into reality requires a lot of planning and saving.
Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.
An Economic and Market overview of December 2024 from Analytics Consulting.
Millennials are typically defined as those born between 1981 and 1996, meaning they’re currently aged 28-43. So, if you’re within this range (or you know someone who is), read on to discover what might drive your spending habits, career decisions, and investment approaches. While everyone is unique, some key trends
While initial enthusiasm surrounding Trump’s likely market-friendly economic policies drove the S&P 500 index above 6,000 points for the first time, investors are now carefully weighing the opportunities and risks ahead.
It’s easy as an investor to get swept up by market trends: which stocks or funds are outperforming, and where the rand is going. Yet, these are all things that are beyond your control.
The Big Mac Index, created by Pam Woodhall and first published in The Economist in 1986, offers an easily digestible way (pun intended) to assess currency values and the purchasing power parity (PPP) between countries. Comparing the price of a McDonald’s Big Mac in different currencies gives a basic snapshot
An Economic and Market overview of November 2024 from Analytics Consulting.
An Economic and Market overview of October 2024 from Analytics Consulting.
It’s the countdown to the US elections and stock markets have come off the boil, as investors anticipate the volatility that will surely surround the elections. As always, South Africa is likely to get swept up in the ups and downs. But there are several reasons to be hopeful for
Life’s tragedy is that we get old too soon and wise too late.” (Benjamin Franklin) Welcome to the first in a series of articles exploring how different generations approach investing. And where better to begin than with the freshest and most dynamic group: Gen Z? This generation is not just
South Africans tend to fixate on the performance of the rand. We’ve all become used to our currency losing value. Can you believe that 20 years ago we were paying R5 to the dollar? Little wonder, then, that many investors believe this trend is the main reason for investing offshore.
It appears that Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.
Uncertainty, it seems, is the order of the day and investing for the long-term (but expecting realistic returns) is the only solution.
What is Capital Gains Tax (CGT)? Why do you have to pay it? How is it calculated? And how can you keep its impact on your finances to a minimum?
We’ll answer all these questions and several others in this handy explainer on one of the most poorly understood aspects of our tax law.
The fear of missing out (FOMO) is a powerful emotion for many people. And when it comes to investing, it can be a dangerous one.
Baby Boomers – those born in the immediate aftermath of WWII – have been around the block a few times.
They’re used to making the most of life, and retirement should be no different.
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”. However, global economic uncertainties,
After your passing, the last thing you want is conflict among your heirs and unnecessary legal drama.
Many people shy away from life insurance because they view it as a tax on their current income in order to benefit someone else when they are no longer around.
Born between 1965 and 1980, Gen Xers have lived through times of economic turmoil, making them the first living generation to be worse-prepared for retirement than their parents. But they’re also equipped with some financial planning superpowers: they think on their feet and never take anything for granted.
Retirement is supposed to be the pot of gold at the end of the rainbow. But turning this dream into reality requires a lot of planning and saving.
Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.
An Economic and Market overview of December 2024 from Analytics Consulting.
Millennials are typically defined as those born between 1981 and 1996, meaning they’re currently aged 28-43. So, if you’re within this range (or you know
While initial enthusiasm surrounding Trump’s likely market-friendly economic policies drove the S&P 500 index above 6,000 points for the first time, investors are now carefully weighing the opportunities and risks ahead.
It’s easy as an investor to get swept up by market trends: which stocks or funds are outperforming, and where the rand is going. Yet, these are all things that are beyond your control.
The Big Mac Index, created by Pam Woodhall and first published in The Economist in 1986, offers an easily digestible way (pun intended) to assess
An Economic and Market overview of November 2024 from Analytics Consulting.
An Economic and Market overview of October 2024 from Analytics Consulting.
It’s the countdown to the US elections and stock markets have come off the boil, as investors anticipate the volatility that will surely surround the
Life’s tragedy is that we get old too soon and wise too late.” (Benjamin Franklin) Welcome to the first in a series of articles exploring
South Africans tend to fixate on the performance of the rand. We’ve all become used to our currency losing value. Can you believe that 20
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