News & Opinions
This year’s Budget delivered something unexpected – a genuinely positive outcome for taxpayers and investors alike. With anticipated tax increases scrapped and several long-awaited adjustments finally implemented, this year’s Budget creates meaningful opportunities for thoughtful financial planning. Read further to unpack the changes that matter most and explain how they may be used to strengthen your overall financial plan.
It is not often that a public figure openly challenges the world of cryptocurrencies. But while reading economist David McWilliams’ book ‘Money’, Barry was struck by how directly he confronted the subject. He did not hold back. Read further for a summary of David’s commentary, together with Barry’s thoughts.
The so-called “4% rule” has long been viewed as the guide in retirement planning, but does it hold up or is it a bit too conservative? In this article, we take a closer look at where the rule comes from, why it is not a one-size-fits-all solution, and how a flexible, personalised approach can help you build a retirement plan that truly works for you.
When it comes to growing your wealth, it is easy to overlook some small wins along the way. In this article, we unpack the concept of unrealised capital gains and show you how a few smart moves today can help you manage your tax bill tomorrow.
As we approach the end of the year, South Africa is showing promising signs of economic recovery. With positive outlooks from international rating agencies and increased interest from global investors, the Rand, local bond market and JSE are poised for growth. Click below to discover the key factors driving this optimism and what it means for your financial planning.
While there are positive trends in South Africa’s investment landscape, it is important to remain cautiously optimistic. The Johannesburg Stock Exchange has seen gains, and the Rand has strengthened since the elections, but these improvements come off a low base. The Government of National Unity and the collaboration between top CEOs and the government have infused renewed vigour and are showing promise. Stay informed about these developments and consider how they might impact your investments.
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