content top

Five lessons learnt in 2016

It has been a while since I last posted – 2016 has been a year to remember…I think that this post by Anet Ahern from PSG pretty much sums it up. Happy holidays and here’s to a better 2017! 1.   The best investment decisions aren’t always the most comfortable During the first two weeks of 2016, the S&P 500, Dow Jones and Nasdaq Composite indices were down between 8% and 10% – the worst start to a year ever....

Read More

TFSA or not to TFSA?

TFSA or not to TFSA?

Alec Hogg recently wrote a piece encouraging people to take full advantage of the tax free savings account before the end of February (http://www.biznews.com/undictated/2016/02/05/go-full-out-for-tax-free-savings-accounts-but-with-two-provisos/)…I disagree with him on this one and here are the reasons why. Sorry Alec but I disagree with you on this one…I have previousy written about how I’m not so excited about TFSA...

Read More

SARS, like Nike – just do it!

SARS, like Nike – just do it!

I have posted on this previously but it seems to be an increasing issue and even SARS call centre agents are starting to admit that their systems are not up to scratch! The result is that even if you are not liable to submit a tax return (in terms of SARS own rules) I strongly advise you to file your returns…we are coming across more and more hostile situations where SARS are insisting that ALL outstanding returns be filed… SARS...

Read More

Guaranteed returns or guaranteed losses?

Guaranteed returns or guaranteed losses?

It seems trite to be talking about investment returns in the context of the “feesmustfall” campaign however, there are people who still need to invest and grow their money and in some ways life goes on. One of the more frequent conversations we are currently having is around the issue of market volatility – which to some investors is apparently a new thing. It is in this context (and on the back of 7-8 years of really good returns)...

Read More

When Stocks Plunge

When Stocks Plunge

Some thoughts on the market’s slide – with thanks to the Motley Fool http://www.fool.com “Global jitters” was used in the media 933 times last week to describe why the market was falling, according to Google. Thanks, that’s really helpful. It’s the equivalent of a doctor diagnosing you with “general illness.” S&P 500 companies earned something around $38 billion in profits over the last...

Read More
content top