Shame on you Personal Finance for the sensationalist and (very) misleading headline that appeared on lampposts over the weekend… I know that it referred to the so-called Raging Bull awards that are supposed to celebrate the “best” fund managers bu
Predicting stock market corrections is a little like playing the lotto – if you do it often enough you are bound to get it right eventually. Problem is that by then you would have spent so much time trying that no one would be listening anymore. So I
There is an old saying about throwing the baby out with the bathwater and while the exact origin of the phrase is uncertain, the meaning is clear in that it suggests an avoidable error where something good is tossed out in haste to get rid of somethi
For some reason I have had a lot of enquiries in the past few weeks about the minimum amounts that one can invest on a monthly and/or lump sum basis. The enquiries all seem to be of the view that investing is out of the range of the “little guy” and
I had an interesting meeting with a young client recently who was at great pains to tell me that he had managed to get off the company pension fund because they were taking too much money off his salary each month and the fund was far too boring for
The following is a piece I did for Finweek in response to a question from a reader.... Investment for a 26 year old. Broadly speaking, there are 2 things that impact the return of an investment over time. They are: Asset allocation, and F
You have a couple of hundred rand per month that you would like to invest and you have decided that you want to go the passive or index option. You like the idea of DIY and on top of that you are cost sensitive…you have also heard that unit trusts ar
Broadly speaking, there are 2 things that impact the return of an investment over time. They are: Asset allocation, and Fees When it comes to the retirement space, government seems hell-bent on targeting the issue of fees but does not appear
I had (another) argument with my mother-in-law recently when she stated that it was a “scientific fact that sons are always taller than their mothers” (it helps to know an example where this is not the case). While this may be generally true, it is n
We are about to enter into “RA season”…before you purchase an RA consider the following: A man walks into the client services centre of an insurance company and tells the consultant that he would like to move his RA to another company. The consult
•Asset Allocation Strategy
•Investment Research and Selection
•Local and Offshore Investing
•Tax Efficient Planning
