Economic and Market Overview – December 2024
An Economic and Market overview of November 2024 from Analytics Consulting.
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Economic and Market Overview – November 2024
An Economic and Market overview of October 2024 from Analytics Consulting.
Market Update: Reasons for SA Investors to Be Hopeful?
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
Evolving Wealth Part 1: Gen Z, Trailblazers of the Digital Investment Era
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
Why the Rand Shouldn’t Be Your Main Reason for Investing Offshore
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.
6 Winning Strategies That Top Investors and Elite Endurance Athletes Share
A recent survey from the US reveals that people who do endurance sport as a hobby earn three times more than the average person. Surprising? Initially, perhaps. But when you look closer, the traits that fuel success on the trail often mirror those that drive wealth building. Read on for
Economic and Market Overview – October 2024
An Economic and Market overview of September 2024 from Analytics Consulting.
How Rand-Cost Averaging Could Help You
If timing the market was easy, we’d all be billionaires. But even investment professionals struggle with knowing when to buy and when to sell. Rand-Cost Averaging offers a solution that allows you to easily navigate uncertain markets by automating regular investments. We’ll unpack the concept (it’s actually rather simple) and
Market Update: US Election Is Too Close To Call, so Expect Market Volatility
It’s still a coin toss when it comes to predicting the US election outcome – and financial markets don’t like unpredictability. You can expect election-based volatility in the run up to the US elections and immediately after that. The bottom line? Investors should focus on the long term and ride
From Vows to Verdicts: What Happens to Your Will After Divorce?
Divorce is a significant life event that changes everything – including what happens to your possessions when you pass away. While it may not be the first thing on your mind, reviewing your will after a divorce is the only way to ensure that your wishes are recognised and that
With Gold at Record Highs, Should You be Investing?
Many South African investors have a strong affinity for gold. And the recent gains in the gold price have also got a lot of people excited. Gold has never looked this good. But it’s important to understand that while gold itself is easy to understand, there is a lot to
Why You Should Keep Your Investment Strategy to Yourself
Everybody knows somebody who’s always eager to talk about their latest, best investment. But is it a good idea to share your investment strategy at your book club or around the braai? In this article, we look at why discussing your financial plan with others runs the risk of being
Market Update: Christmas in September if Rates Come Down as Expected
Stock markets ended the month on a high note as the likelihood of September rate cuts in the US and SA increased substantially. A US rate cut is more of a certainty than a South African one, and geopolitics could change the picture. However, there is still cause for cautious
Aligning Your “Wheel of Life” – A Beginner’s Guide
As your wheel of life turns, your financial needs, goals and focuses change. In the early years, you’re absorbed by accumulating assets. Then, the focus shifts to wealth preservation. And eventually, the transfer of wealth becomes your number one priority. No surprise, then, that each of these stages requires its
Unsung Heroes of Insurance: Four Types That Could Save You Money
Insurance is never the most exciting thing to talk about. But given the growing financial risks in today’s world, it’s worth considering whether you have all the insurance you might need. While anyone with a good financial plan should have considered the major risks that are covered by traditional insurance
Do You Recognise Yourself in Any of These Client Case Studies?
As financial advisors we work with lots of different people. Although no two situations are identical, we do see the same themes coming up again and again. For this article we asked some of our colleagues in the South African financial planning industry to share a memorable client story. Do
Market Update: Magnificent Seven Lose Their Magnificence in July
The Magnificent Seven mega-tech stocks responsible for much of the equity optimism around the globe this year sold off significantly in July – bringing the rest of the US stock market down and sending other markets into the red for the month. Investors are wondering whether it’s a temporary blip
Three Pot System 101: What You Need to Know Before 1 September 2024
We’re ready to help you navigate the “three-pot system,” (often referred to as a two-pot system) which will be implemented on 1 September this year. This change in the law is meant to help you harmonise your long-term savings with short-term financial agility, enabling you to navigate immediate financial challenges
Busting the Post-Retirement Jargon
You spend your whole life planning for your retirement, getting your head around the pros and cons of the various retirement investment vehicles. And then you turn 65 and there’s a whole new world of products to familiarise yourself with. This nifty guide will help you navigate the essential post-retirement
Safeguard Your Money: Look out for Phishing Scams
In today’s digital age, phishing scams have become a significant threat to investors. These scams often involve fraudsters impersonating legitimate financial services companies to steal personal information or funds. In this article, we look at some real examples from the industry and explore practical strategies to avoid falling victim to
Economic and Market Overview – December 2024
An Economic and Market overview of November 2024 from Analytics Consulting.
Economic and Market Overview – November 2024
An Economic and Market overview of October 2024 from Analytics Consulting.
Market Update: Reasons for SA Investors to Be Hopeful?
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
Evolving Wealth Part 1: Gen Z, Trailblazers of the Digital Investment Era
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
Why the Rand Shouldn’t Be Your Main Reason for Investing Offshore
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
6 Winning Strategies That Top Investors and Elite Endurance Athletes Share
A recent survey from the US reveals that people who do endurance sport as a hobby earn three times more than the average person. Surprising?
Economic and Market Overview – October 2024
An Economic and Market overview of September 2024 from Analytics Consulting.
How Rand-Cost Averaging Could Help You
If timing the market was easy, we’d all be billionaires. But even investment professionals struggle with knowing when to buy and when to sell. Rand-Cost
Market Update: US Election Is Too Close To Call, so Expect Market Volatility
It’s still a coin toss when it comes to predicting the US election outcome – and financial markets don’t like unpredictability. You can expect election-based
From Vows to Verdicts: What Happens to Your Will After Divorce?
Divorce is a significant life event that changes everything – including what happens to your possessions when you pass away. While it may not be
With Gold at Record Highs, Should You be Investing?
Many South African investors have a strong affinity for gold. And the recent gains in the gold price have also got a lot of people
Why You Should Keep Your Investment Strategy to Yourself
Everybody knows somebody who’s always eager to talk about their latest, best investment. But is it a good idea to share your investment strategy at
Market Update: Christmas in September if Rates Come Down as Expected
Stock markets ended the month on a high note as the likelihood of September rate cuts in the US and SA increased substantially. A US
Aligning Your “Wheel of Life” – A Beginner’s Guide
As your wheel of life turns, your financial needs, goals and focuses change. In the early years, you’re absorbed by accumulating assets. Then, the focus
Unsung Heroes of Insurance: Four Types That Could Save You Money
Insurance is never the most exciting thing to talk about. But given the growing financial risks in today’s world, it’s worth considering whether you have
Do You Recognise Yourself in Any of These Client Case Studies?
As financial advisors we work with lots of different people. Although no two situations are identical, we do see the same themes coming up again
Market Update: Magnificent Seven Lose Their Magnificence in July
The Magnificent Seven mega-tech stocks responsible for much of the equity optimism around the globe this year sold off significantly in July – bringing the
Three Pot System 101: What You Need to Know Before 1 September 2024
We’re ready to help you navigate the “three-pot system,” (often referred to as a two-pot system) which will be implemented on 1 September this year.
Busting the Post-Retirement Jargon
You spend your whole life planning for your retirement, getting your head around the pros and cons of the various retirement investment vehicles. And then
Safeguard Your Money: Look out for Phishing Scams
In today’s digital age, phishing scams have become a significant threat to investors. These scams often involve fraudsters impersonating legitimate financial services companies to steal
