Cash is King or Cash is Trash?

Economics Finance Financial Planning

Ray Dalio, founder of Bridgewater Associates, proclaimed in January this year that “Cash is Trash”. He reiterated this sentiment in April warning investors to be conscious of the dangers of cash, that it is seductive because of its low volatility, but is almost always the worst investment.

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Testamentary Trusts and Estate Planning FAQ’s

Economics Finance Financial Planning

When it comes to estate planning, you should always consider the objective at hand for deciding on the type of trust to use. A Testamentary Trust is the most commonly used form of trust in South Africa and is an effective Estate Planning tool.

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Managing your capital through a time of crisis

Covid-19 Economics Finance

In six short weeks Covid-19, initially a regional epidemic confined largely to the Hubei district in China, has become a global pandemic. The brutal, and in this case ruthless, power of exponential growth has been on display for all to see.

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Are Prescribed Assets on the Way South Africa?

Finance Investments Retirement
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Will I Outlive My Retirement Savings?

Finance Retirement Risk & Assurance

We have all heard the saying that “50 is the new 40”. Well this statement is becoming a reality, as people are now living longer. Being able to live longer is certainly favourable, however the consequences of the increasing life expectancy are adverse when one has not saved sufficiently for retirement. Longevity risk can be reduced through maintaining a sustainable level of income.

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From the financial advice team - April 2017

Economics Finance Industry Investments Uncategorized

2017 is shaping up to be a better year than 2016, economically speaking, as we experience tailwinds from the US economy that grew at 1.6% in 2016 and is expected to grow at 2.3% this year…

Read More

Cash is King or Cash is Trash?

Economics Finance Financial Planning

Ray Dalio, founder of Bridgewater Associates, proclaimed in January this year that “Cash is Trash”. He reiterated this sentiment in April warning investors to be conscious of the dangers of cash, that it is seductive because of its low volatility, but is almost always the worst investment.

Read More

Testamentary Trusts and Estate Planning FAQ’s

Economics Finance Financial Planning

When it comes to estate planning, you should always consider the objective at hand for deciding on the type of trust to use. A Testamentary Trust is the most commonly used form of trust in South Africa and is an effective Estate Planning tool.

Read More

Managing your capital through a time of crisis

Covid-19 Economics Finance

In six short weeks Covid-19, initially a regional epidemic confined largely to the Hubei district in China, has become a global pandemic. The brutal, and in this case ruthless, power of exponential growth has been on display for all to see.

Read More

Are Prescribed Assets on the Way South Africa?

Finance Investments Retirement
Read More

Will I Outlive My Retirement Savings?

Finance Retirement Risk & Assurance

We have all heard the saying that “50 is the new 40”. Well this statement is becoming a reality, as people are now living longer. Being able to live longer is certainly favourable, however the consequences of the increasing life expectancy are adverse when one has not saved sufficiently for retirement. Longevity risk can be reduced through maintaining a sustainable level of income.

Read More

From the financial advice team - April 2017

Economics Finance Industry Investments Uncategorized

2017 is shaping up to be a better year than 2016, economically speaking, as we experience tailwinds from the US economy that grew at 1.6% in 2016 and is expected to grow at 2.3% this year…

Read More