Investment Greats – Jack Bogle

John Clifton “Jack” Bogle is most famous for creating the world very first index fund – the Vanguard 500 in 1976. Bogle founded The Vanguard Group in 1974 which currently operates as one of the world’s largest mutual fund and Exchange Traded Fund (ETF) providers. Jack Bogle, currently 85, graduated with a cum laude degree…

Investing Offshore?

When the rand weakens to levels not seen for years, like it has over the past few months, clients/investors often start to ask whether they should send more of their hard earned investments offshore, to protect from further weakness. This is especially true if backed by political turbulence (as experienced last week). The chart below…

Endowment Policies?

Using endowment policies as an investment vehicle is usually one of my most difficult “sells” as a Wealth Manager. The moment a client hears the word “endowment”, the hairs on the back of his neck tend to rise and the fight or flight syndrome kicks in. Unfortunately, this reaction is not totally unjustified. Endowment policies…