7 Myths About Making a Will

“Let’s choose executors and talk of wills” (Shakespeare) If you haven’t made your will yet, get it done now.  Why is that so important and how should you go about it? To answer that, let’s debunk a few of the more pervasive myths and misconceptions around those questions – “I’m too young to need a…

Market Flash – July 2017

SA Economic Review  The SA economy expanded by only 0.3% last year, the lowest rate seen since 2009. During July, the Monetary Policy Committee (MPC) reduced its forecast for growth this year to 0.5% from 1% and trimmed the outlook for 2018 to 1.2%. With the country currently going through its 2nd recession in almost…

What is a Model Portfolio

You may have read recently about the rise of or the increased use of the term Model Portfolio in relation to advice led investing. It is a term currently being attributed to the type of portfolios being built for financial advisers (both human and robots using algorithms) wishing to match the investment needs of their…

Market Flash – June 2017

ZAR VS Euro Over the last 20 years the Rand has weakened on average by 5.67% per annum against the Euro. YTD the Rand lost around 3.4% against the Euro, mainly due to SA economic and political instability. R100,000 invested in July 1997 in euro’s, would have given you €20,200. Today, that would be worth…