We recently came across a couple of interesting blogs by Martin Housel, partner at the Collaborative Fund and former columnist for the Wall Street Journal. Some of his thoughts really resonated with us, and we thought we’d share a few insights with you.
Read MoreAs the hard lockdown begins to soften a bit, we peer into an uncertain future and ponder what will happen next. Many of us crave guidance to help us along the road ahead. Scenario planner Clem Sunter thinks we’re about to walk a tightrope, a very wobbly tightrope on which we need to remain upright at all costs. Sunter shares four scenarios about what life will be like as we lift Covid-19 lockdown.
Read MoreConfined to their homes during the three-week COVID-19 lockdown, many investors will become concerned, maybe even frantic, about their investments amid all the market turmoil and uncertainty. So, what should you do? There are many, many questions currently circulating. Here are a few that we have collated and answered with our thoughts and opinions.
Read MoreFor many of us, the outlook feels so bleak right now that we are considering some big decisions regarding our future. Namely, should I go or should I stay? Will our country sink to the bottom; will it rise again? The only thing we know for sure is that predicting the future is an inexact science, so what’s the best thing to do?
Read MoreWhat’s the best advice you have ever had? Maybe you look no further than enduring truths like, “A penny saved is a penny earned” or “A stitch in time saves nine”. Whatever the case, we came across
a list of nine pieces of advice from which to draw if you are still looking for your lodestar in life or if you feel you need some new inspiration.
Many South Africans are becoming nervous at the prospect of a possible downgrade. After enduring five years of modest returns on the South Africa market, some are starting to believe that now is the time to act. We came across a piece by two financial planning experts in the US who are discussing “talking clients off the ledge.”
Read MoreDoes wealth truly cause people to behave differently? According to this clip we came across, wealthy people tend to differentiate and separate themselves from the rest of society, using their wealth to purchase privacy behind high walls…..
Read MoreThat well-worn saying that “the customer is king” is finally beginning to take on real meaning in the business of lifestyle financial planning. Veritas Wealth Management founder Barry O’Mahony sets out how investors will benefit from changes that are transforming the relationship between investors and their financial planners.
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