#Knowledge Library

Jun 14, 2021, 19:06 PM by Andrew Duvenage CFP®

What is driving higher local consumer prices?

May 31, 2021, 09:58 AM by Co-authored by Paul Marais and Mosa Manqindi

The jury is out on whether shares in South African lenders are a good bet in the current economic climate

May 24, 2021, 20:27 PM by Andrew Duvenage CFP®

The possible effect of strikes on investor sentiment towards SA.

May 24, 2021, 20:27 PM by Evelyn Doubell CFP®

When employees are asked what their most valuable asset is they typically list their house, car and other material possessions, forgetting that without an income they would not be able to afford these assets.

May 24, 2021, 17:10 PM by Stephen Katzenellenbogen CFP®

The overall liquidity of your investment portfolio should be considered when deciding whether to withdraw from a fund and purchase a living annuity.

May 21, 2021, 20:31 PM by Paul Marais

In SA’s case, it is due to a collapse in consumer demand that has resulted in lower imports, coupled with a big increase in the price of the commodities SA exports.

May 11, 2021, 08:27 AM by Marco van Zyl CFP®

It’s easy to get caught up in spending too much to the detriment of your savings potential. We provide three steps you can take today to put yourself in a better financial position for the future.

May 10, 2021, 14:43 PM by Travis McClure CFP®

Being Proudly South African of "My Octopus Teacher’s" Oscar win doesn’t limit viewing to only homegrown content. The savvy investor likewise looks beyond local investments to long-term offshore opportunities for significant growth.

Apr 29, 2021, 13:41 PM by Andrew Duvenage CFP®

In order for South Africa to achieve any degree of economic recovery it will need to restore investor confidence in the country as an investment destination. That is a tall order in the existing environment.

Apr 29, 2021, 13:30 PM by Stephen Katzenellenbogen CFP®

In the current investment environment offshore investments are an enticing option.

Apr 28, 2021, 01:51 AM by Thuli Nkomo CFP®

The Financial Sector Conduct Authority (FSCA) often warns of unscrupulous firms masquerading as legitimate advisory firms with the ill intention of scamming people out of their hard-earned money.

Apr 28, 2021, 00:30 AM by Thuli Nkomo CFP®

If you are looking for a low-cost tax-free investment account, you should consider the one in the form of an ETF (exchange-traded fund).

Apr 14, 2021, 08:15 AM by Paul Marais

Rising bond yields are one of the investment risks we’re currently seeing, largely as a result of fears that inflation turns out to be higher than investors expect, however, there are still opportunities in the South African bond market.

Apr 13, 2021, 11:50 AM by Jaco van Zyl

The amendments aim to simplify legislation governing retirement products and analyse benefits at retirement, for example, how much can you withdraw at retirement and what are the tax implications?

Apr 13, 2021, 11:48 AM by Zukiswa Sonjica CFP®

Choosing a financial advisor to help you develop a robust financial plan is a decision not to be taken lightly.

Apr 13, 2021, 11:38 AM by Mike Estment CFP®

Mike encourages clients to chat to their wealth managers about their hopes for a contented retirement – it is your advisor’s pleasure and responsibility to help you plan to fulfil your dreams.

Mar 16, 2021, 11:35 AM by Co-authored by Jonathan Braans and Stephen Katzenellenbogen CFP®

With interest rates as low as they are, what are my alternatives to allocating the cash to a bank savings account?

Mar 15, 2021, 07:03 AM by Amy Degenhardt CFP®

Looking at some of the factors impacting the price of fuel for South Africans, including the cost of oil, exchange rates, taxes, and inflation.

Mar 1, 2021, 16:49 PM by Paul Marais

The latest in a weekly series of alert level 3 lockdown-inspired market commentaries

Mar 1, 2021, 09:31 AM by Andrew Duvenage CFP®

Seismic shifts are required in terms of government ideology to implement the necessary structural reforms