Monthly Archives: August 2014

HOW DOES YOUR BUDGET SHAPE UP IN SA?

Whilst I always view clients within their unique situation and tailor their financial plans to their needs and goals, part of knowing how to guide them involves an awareness of current trends and the economic landscape. One of these measures is found in the Old Mutual Savings & Investment Monitor that was published in early…
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WHAT KIND OF INVESTOR ARE YOU?

Recently I’ve shared several articles on investments, and then I came across this gem from Discovery! It digs a little deeper into understanding your own, personal, risk profile and how that pertains to your investment choices and behaviour. Remember, this is a snapshot typical behaviour types; before making any investment choices, let’s chat first! Identifying…
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HOW LONG SHOULD I INVEST FOR?

How long is a piece of string? Well, the answer is actually simple: as long as you need it to be. If you have to cut a piece of string, you’ll start with what you need it for. You measure your need and then you cut the string. You don’t work the other way around,…
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LIMBO WITH THE LINGO

Whether you’re casting your line off the end of a pier or buckling your seatbelt, we all deal with risk and return. Somehow, when it comes to emerging markets, nominal vs real, risk-adjustments, multi-asset portfolios, protection strategies and bull vs bear markets we panic amidst an onslaught of lingo that overwhelms us. Basically, when it…
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