Where do you stand when the bull run is over?

By Andró Griessel 7 December 2024 In case you haven’t heard, last month a banana (the simple yellow kind that monkeys love) was taped to a whiteboard and sold for $5.2 million (not $6.2 million as some online sources claim) at a Sotheby’s auction. At the current exchange rate, that’s around R95 million. The banana […]

Tax, emigration and inheritance

Tax law changes carry substantial implications based on where your heirs are situated around the world. By: Elmie de Jager 02/11/2024 If you or any of your trust beneficiaries are considering emigrating, it is important to note that the taxation of distributions to non-residents has changed. These legislative changes may require many people to reassess […]

Annuities Prove Their Worth Once Again

5 October 2024 By Andró Griessel RA has once again outperformed offshore investments over the past 5 years A South African rugby fan can be quite emotional — and that’s often how we approach investing too. Take Manie Libbok, for instance. He swung from “hero” to “zero” in the hearts of most Bok supporters during […]

Gradual Retirement

Pay attention to the financial and emotional impact By Deidré Valentine 31/8/2024 Many readers of this column have likely followed the Olympic Games to some extent this year. My husband and I quickly finished our chores after work so we could watch how the top athletes compete, hopefully winning a medal for themselves and their […]

‘Lost decade’ – what now?

There is light at the end of the tunnel for SA investors By Andró Griessel 3/8/2024 Any investor who has seen the latest report on unit trust returns and thinks that they might as well have hidden their money in their living room couch over the past 10 years can be forgiven for this thought. […]

Stay firmly on the investment path in the midst of election rain

By Cassie Carstens 29/6/2024 Those who follow Formula One will know that there are only 20 seats available for the world’s best drivers The annual race in Monaco is spectacular, yet very predictable since there is little room to overtake on the narrow streets. When it rains, the road conditions become a nightmare, and even […]

Recipe for the Eighth Wonder

Time is the secret ingredient your investments need By Samuel Rossouw 4/5/2024 Investment guru Warren Buffett often refers to compound interest as the eighth wonder of the world. But how does this wonder actually work in practice? Do I need to start saving at 14 like Mr. Buffett, or can I only begin using my […]

Distrust can come at a high price

Let a financial planner examine your financial structure – and win By Elmie de Jager 24/2/2024 My heart literally aches every time there’s news about a shady financial advisor. In the comments, you often read people saying, “See, they’re all a bunch of crooks… that’s why I’d rather keep my money safe in the bank.” […]

Focus on what doesn’t change

A few things to consider when you plan for 2024 By Deidré Valentine 23/12/2023 As we start a new year, one tends to reflect on everything that has happened throughout the previous year: what unfolded as planned and what surprises caught us off guard. When looking at the year ahead and attempting to plan for […]

No one knows what 2024 might hold

But reflecting on the past provides valuable food for thought By Andró Griessel 27/1/2024 Traditionally, in my first article of the year, I review the preceding year in the financial markets—examining long-term trends and considering their implications for the future. I do this without attempting to play the role of a modern-day Siener van Rensburg, […]

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