The cash glide: an alternative to Reg 28?
A theory on paper: a life-stage retirement-saving model allocating everything to equities and not reinvesting dividends.
View ArticleAsset managers must change gears
Those who simply keep doing what they've always done could find the world moving past them.
View ArticleAsk your advisor what they do, not who employs them
Financial Planning Institute responds to a financial advisor's opinion piece.
View ArticleShould I use most of my provident fund as capital in a new business?
Quantify the business risks: this represents the majority of your pension, and you don't have time on your side to build it up again.
View ArticleDeath, divorce, and Covid-19
There are very few things that are more difficult to talk about than death and divorce.
View ArticleEating a R1 million dinner
But what if you knew that your weekly takeout meals could be worth an extra million rand in your retirement pot?
View ArticleA global diversification strategy is key for the remainder of 2020
The reality is that the South African economy is likely to continue to struggle.
View ArticleFive damaging myths about wills busted
We still unfortunately encounter many misconceptions about the drafting and executing of a last will and testament.
View ArticleWhat is the best way to spend my tax refund?
Putting it into an RA, settling debt, investing in a tax-free unit trust, or using it as a deposit for a money market account?
View ArticleHow do we amend an inter-vivos trust amid lockdown restrictions?
With Covid-19 travel limitations there is no way we can get the necessary documents originally signed by my son.
View ArticleNational Wills Week – Why you should take note
'More than 75% of South Africans pass away without a valid will in place.'
View ArticlePrivate debt: Investors’ solution to low returns?
Lending directly to companies yields attractive returns, but there are reasons for that.
View ArticleHow your love decisions effect you even after death
In a few scenarios your last instructions in your will may not be carried out as intended.
View ArticleWhat’s next for SA and the global economy?
Investors must consider cash and bond alternatives that offer some protection, but with cash-beating returns.
View ArticleJust thinking long term is not enough
It's important to adjust portfolios to manage risks as they emerge and include future growth drivers.
View ArticleCommon wealth planning mistakes and how to avoid them
One of the most underrated consequences of death is the need for liquidity, for your loved ones to meet the financial obligations of your estate.
View ArticleLocal bond market attractive, but be cognisant of SA-specific risks
Managing duration in fixed income will be key in 2021 – Sasfin.
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