Unfortunately, your debts don’t just disappear when you die – but they don’t necessarily attach themselves to your loved ones either. Your estate must follow the letter of the law in dealing with all your financial responsibilities before anything is distributed to your heirs.
We are proud to announce that we have launched a new division from 1 March 2025 called Centric Trust Services.
When you see all the debit orders flow out of your account early every month, remember that they are your friend. Or at least some of them are.
Let’s explore the many benefits of putting your wealth creation on autopilot.
Finance writer Morgan Housel points out that when you look back on any aspect of your life, it’s hard to remember your fears and anxieties about something that turned out well in the end.
Managing this short-term uncertainty is one of the most important skills for a successful investor. In this article, we look at how.
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.
Unfortunately, your debts don’t just disappear when you die – but they don’t necessarily attach themselves to your loved ones either. Your estate must follow the letter of the law in dealing with all your financial responsibilities before anything is distributed to your heirs.
We are proud to announce that we have launched a new division from 1 March 2025 called Centric Trust Services.
When you see all the debit orders flow out of your account early every month, remember that they are your friend. Or at least some of them are.
Let’s explore the many benefits of putting your wealth creation on autopilot.
Finance writer Morgan Housel points out that when you look back on any aspect of your life, it’s hard to remember your fears and anxieties about something that turned out well in the end.
Managing this short-term uncertainty is one of the most important skills for a successful investor. In this article, we look at how.
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.
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