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ADVISOR VIEWS 

The accrual system: Death of a spouse

Many couples fail to consider how the accrual calculation impacts their estate plan, often with devastating consequences.

April 2021 economic update

The US Federal Reserve kept interest rates unchanged in April, signalling that concerns about the economic recovery in the US persist.

Multi-jurisdictional estate planning

What to consider when structuring your foreign assets.

The cost of living abroad

Prepare for the cost of the smaller things that you may not have analysed as carefully yet but will nonetheless have a big impact on your day-to-day finances.

Applying the avoid the Human Factor Strategy to Facebook

Can the social media company deliver the growth implied by its  share price?

Offshore investing: consider the tax, estate and continuity planning from the start

The reason we take funds offshore is generally to protect them – therefore offshore investments need to be done properly.

Developing a healthy savings mentality

Saving is a habit that you can develop over time with a bit of effort, discipline and commitment.

The accrual system: This is why estate planning is so important

Failing to deal adequately with the impact of the accrual system where the marriage is dissolved by death can lead to serious financial complications.

Ask yourself these questions before you retire

Retirement is an entire life stage that needs to carefully planned for, taking into account financial, logistical, emotional and psychological factors.

Advice for first-time home buyers

Navigating the world of property and property finance for the first time can be daunting.

Practical things you can do to help your family after your death

The death of a loved one is hard enough without having to deal with the administration of it all.

Mid-April 2021 economic review

Gold retreated by 11% for the quarter as risk-aversion slowly and surely diminishes.

Trust in your investment strategy

The most natural instinct for investors is to react to a market crisis by moving to cash or to other asset classes that performed well in the past.

Netflix: A study in the application of the Human Factor

Can the streaming service deliver the growth implied by its stock price?

Retirement’s top 10 stress factors

And how to deal with them.
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