The world is changing fast and to keep up you need local knowledge with global context.
In this excellent article, independent financial advisor and asset management consultant Candice Paine outlines some key tips to becoming financially free by explaining the 50/30/20 savings rule.
The recent controversy over Momentum’s repudiation (decline) of a violent death claim on a life policy because of an unrelated, undisclosed medical precondition has kicked a hornet’s nest of opinions.
The financial services industry routinely churns out warnings to investors to avoid switching investments. This is because you incur costs as you move in and out of funds and products.
The entire concept of ‘alpha’ is facing somewhat of an existential crisis as millions of retail investors have started to shift attention to passive alternatives.
The latest advertising buzzword and tag line you’re hearing from large Financial Services Providers is ‘Financial Freedom’.
Any time you read investment disclosures, you are probably going to come across the often-repeated phrase, “past performance is no guarantee of future results.”
The classic investment debate usually centres on an active versus passive strategy but should the real debate on returns not be centred on fees.
Stealthy Wealthy, a blogger targeting financial freedom in 15 years, argues that we generally try max out on our bonds, and get the most one’s salary will allow. But by downsizing the bond from the outset, one can shave years off the length of the home loan.
Goldman Sachs’ latest report on South Africa paints a picture of a country that could emerge stronger than expected out of the Zuma years.
In this article, Dawn Ridler sets out some steps to develop a retirement funding plan that can survive old age.