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Global & Local Investment Advisors 


Global & Local Investment Advisors 

Reduce your tax liability during this retirement annuity season

Maximise your tax deductions by contributing towards retirement funds.

Financial markets: Where to now?

Positioning portfolios to preserve previous gains and rebalancing them to reduce risk concentration.

National Treasury’s proposed two-pot system for retirement savings

Members who access retirement savings early reduce the probability of being able to sustain themselves later in life.

Preparing for the uncertainties of life

There are several risk control measures to prepare for uncertain eventualities.

Investing using the Avoid the Human Factor strategy in 2021

How the human factor scores of a few prominent companies has changed from 2021 to 2022.

December 2021 economic report

The FTSE/JSE All Share Index advanced 4.6% in December.

What happens if…

The importance of having an in case of emergency document.

Think offshore investing

Investing offshore is one of the ways to achieve portfolio diversification.

Transferring wealth from one generation to the next

Having conversations around financial planning will help ensure the coming generations are more responsible when it comes to managing the wealth they inherited.

November 2021 economic report

The rand lost 4.40% against the greenback and pushed above the 16 mark for the first time in about a year.

Taking advantage of your interest exemption and CGT allowance in your investment portfolio

The tax payable depends on the investor’s marginal income tax rate and the type or amount of investment income.

Six weeks to go

There is a sense of hope for a better ending than that of 2020 in the air. 

Budget speech review 2021

While there have been measures put in place to better our economy, a lot has to be done before we get to a place of satisfactory economic growth.

October 2021 economic update

The South African stock market tracked global stocks higher with the FTSE/JSE All Share Index returning 5.97% in October.

Benefits of a living annuity

A living annuity may be a viable long term investment solution depending on your return objective and lifestyle goals.

The forgotten beauty and flexibility of linked investment service provider investments

ISPs are an investment that allows you to have access to multiple funds from different fund managers under a single platform.

Are your annual life premium increases killing you?

Converting your cover to a level premium makes sound financial sense as it ensures long term affordability.

Big brother is watching

A look at some of the global agreements and laws that currently govern your investments, whether you like it or not.

September 2021 economic update

The rand recently hit a new low and seems to continue weakening.

Thoughts of a parent when investing for the future generation

The fine print about tax and ownership rights.

Simple steps to investment portfolio building

Some insight into the foundation of an investment or wealth portfolio.

Do your offshore assets fall under your SA will?

It may not always be required to have a second will to administer your assets outside of South Africa.

August 2021 economic update

Federal Reserve Chairman Jerome Powell stressed that there was no hurry to increase interest rates.

Retirement planning or ‘financial independence’?

Financial independence as a concept is perhaps easier to consider than formal retirement for the younger folk living in the modern world today.

Why you should opt for a Portuguese golden visa

The program has investments that make sense with investment limits as low as €350 000 in some cases.

July 2021 economic update

European stocks have been a mixed bag, as fears return over more Covid-19 restrictions following a breakout of the Delta variant.

Standard Bank wants to pull the trigger and buy Liberty

But will they be able to deliver on the growth implied in their share price? And what about the potential interim dividend to shareholders announced in June?

It’s time to do your tax return!

Filing season officially opened on July 1, 2021. Below are a few important things to keep in mind when doing your taxes.

June 2021 economic update

On June 11, the FTSE 100 in the UK closed at its highest level since February 2020, but it all came crashing down with the update from the Fed.

Exciting headlines

Lately, we are seeing many things that make us optimistic for the future – as investors, as South Africans and as humans. 

Filled whisky casks as an alternative investment

How this asset compares to investing in whisky bottles and other physical assets.  

Is it reasonable to expect what you want from your investments?

We all want a low-risk portfolio that gives us great returns, but we cannot expect that.

May 2021 economic update

The rand may remain strong for quite some time and even strengthen further from here.

Is borrowing 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.

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