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Global & Local Investment Advisors 


Global & Local Investment Advisors 

Is lending from our retirement savings a good idea?

South Africans are drowning in debt and it is hard to imagine that more debt is the solution to the structural economic issues we face.

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.

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.

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.

March 2021 economic update

The JSE All Share Index, S&P 500 and FTSE all ended the month higher.

How to spot investment scams

Take your time before making an investment decision and research what is being offered.

The rise of ESG investing

ESG factors are now a mainstay in most valuations and portfolio formations.

Sun International, effects of lockdown and the human factor score

Can the gaming group justify its share price?

Can I run my own trading portfolio?

What to consider before moving from your demo trading account to a live account.

February economic update

US markets saw another strong month, despite flat or down months for FAANG stocks.

Budget Speech 2021 breakdown

Treasury estimates that it is on track to return to a budget surplus in 2024/25.

What are we teaching our children about money?

If we can start having real conversations about money with our children from a young age, we can take the stress out of financial planning for them before it is too late.

Implications of changes to our tax laws

There were three very important changes that will affect most individuals in South Africa.

Why consider a life income as opposed to a life cover lump sum?

A life income product can effectively be used to ensure successful financial planning.

January 2021 economic update

The rand depreciated by just under 3,5% to end the month at R15.15 to the US dollar.

Are retirement annuities still worth it?

The debate is quite hot.

December 2020 economic update

Bitcoin had an eye-watering 300% increase for the year.

Company pension funds – myth or magic

You cannot rely on your company retirement benefits to solely support you for an almost equal period as your working career.

Investing in a model portfolio

It is important to understand how they work.

November 2020 economic update

News of a vaccine during the month translated into November being a bumper month for global stock markets.

The most common misconceptions in investing

Examples of mistakes investors often make.

Is 2020 the beginning of the end?

An article about hope...

Emigration: what you need to know

Answers to the most frequently asked questions.

October 2020 economic update

Minister of Finance Tito Mboweni confirmed the economy is expected to contract by 7.8% in 2020.

Things to consider before investing

Knowing where to start is the hardest part; an advisor will assist with mapping out a financial plan that matches your goals.

Important things to know about endowments

Endowments not only offer tax benefits but help investors save with discipline.

The procedure to follow when a person dies

Plus the taxes and deductions payable by the estate.

Are we in the process of bargaining our economy out of existence?

The future of our economy is literally in your hands when you dig into your wallet to make a purchase.

September 2020 economic update

The rand continued to recover in September and is still expected by most economists to recover even further before the end of the year.

Client confidentiality above all else

FSPs are required to act honestly and fairly, and with due skill, care, and diligence in the interests of clients.

Where to from here?

If you have set financial goals, stick to them through the volatility.

Financial advisor vs broker: the key differences

The main role of the advisor is to help a client clearly understand their financial goals.

August 2020 economic update

Apple hit a market cap of $2 trillion for the first time this month.

How do service providers justify their fees?

The investment management fee is generally a standard fee that does not change often or change depending on the performance.

Investors are spoilt for choice

How to choose the investment strategy that's right for you.

Government looks to amend tax laws to keep hold of retirement funds

New legislation seeks to prevent South Africans who no longer pay tax in SA from withdrawing retirement funds until they can prove non-tax residency.

Is it the right time to invest in property?

What you should be considering before making the investment decision.

Delay in government getting its hands on the pension fund pot

The ANC has confirmed that it is relooking at changing the rules of Regulation 28.

The benefits of using model unit trust portfolios

Diversification can be expanded to not only include different asset classes, but also different fund managers.

Making asset allocation decisions in turbulent times

Focusing on assets and sectors that have not yet fully priced in the upcoming global economic recovery could be beneficial.
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