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, […]

The paradox of choice

Be careful to invest more offshore just because you can By Andró Griessel 30/9/2023 Early in 2022, the permissible percentage for pension funds and retirement annuities to invest offshore was increased from 30% to 45%. This change to Regulation 28 of the Pension Funds Act was welcomed by most people in the retirement industry, but […]

Tax and your trust

Sinking fund may be a solution in some cases By Elmie de Jager 29/10/2022 It is becoming more and more of a challenge to create wealth in a trust without having to part with a large portion of it, to the benefit of SARS. By accumulating assets in a trust, you avoid, among other things, […]

77 challenging months for returns

Do you want to fire your financial adviser? By Andró Griessel 04/06/2022 For my sins, I have been involved with investments for the last two decades. I can confirm, without a doubt, that the last 77 months (which mockingly sounds like a lucky number) have been the most challenging period to generate decent returns (5% […]

Be mindful of rand depreciation panic

By Andró Griessel The past teaches valuable lessons about what might follow Would you believe me if I tell you that I know what you Googled exactly 5 years ago? I can at least make a reasonable guess. It was probably “who the hell is Des van Rooyen”? On 9 December 2020, it was exactly […]

Will your spouse be able to “fly” solo?

By Andró Griessel Disaster awaits if the one who manages the money alone, dies. There is a saying in aviation that goes: It’s better to be on the ground wishing you were the air, than in the air wishing you were on the ground. One of my dreams as a boy was to become a […]

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