#Knowledge Library

Jul 18, 2023, 21:49 PM by Mike Estment CFP®

Embracing objectivity, diversification, and positive energy

May 11, 2023, 15:44 PM by Mike Estment CFP®

The state of play in the global banking arena has caused a few raised eyebrows of late

Feb 28, 2023, 08:13 AM by Thuli Nkomo CFP®

Everything women need to know to take control of their own finances, before you say 'I do'

Dec 13, 2022, 13:05 PM by Mike Estment CFP®

Patience has, in the short term, been rewarded.

Nov 18, 2022, 16:02 PM by Marco van Zyl CFP®

The tax consequences of emigration on your investments

Oct 24, 2022, 13:10 PM by Paul Marais

With its greater opportunity set and growth potential, diversification into the US is looking good.

Oct 22, 2022, 20:50 PM by Jonathan Braans CFP®

While a foreign bank account will help diversify overall portfolio risk, the poor return creates a need to search for an alternative.

Oct 22, 2022, 15:12 PM by Mike Estment CFP®

How risk-averse are you when it comes to finances?

Oct 21, 2022, 15:56 PM by Thuli Nkomo CFP®

The active involvement of both spouses is critical in the planning and constructing of financial planning strategies for the household.

Apr 4, 2022, 13:13 PM by Jonathan Braans CFP®

While a foreign bank account will help diversify overall portfolio risk, the poor return creates a need to search for an alternative.

Aug 6, 2021, 08:07 AM by Co-authored by Paul Marais and Mosa Manqindi

It will be critical to look through the entire life cycle of strategies that may at first appear to be ESG-friendly but where not all consequences have been factored in.