In the last few months of the year the personal income tax season hangs over year-end busy-ness like a shroud. Then, the new year begins right away with business’ financial year end looming. The last thing most of us want to think about in January is more tax. But really, January is the best time...
Category: Blog
Goodwill to all: a closer look at ESG stock options
Swiss banks hold a certain cachet about knowing good from bad investments, and currently the hottest topic on their lips are ESG funds. ESG stock options – or, rather, ‘Environmental, Social and Governance sustainability’ – have been steadily gaining traction among investors in the last few months, emerging into something of a buzzword. Once considered...
Setting goals and taking stock
How you finish your year is a powerful way to create momentum for the new year. How much you achieved (or didn’t quite manage) this year can inspire how much you aim to achieve next year. In the same way that an athlete pushes harder in every game, or an artist stretches their skills with...
December-proof your investing
December should be a time of peace, cheer and goodwill to all men. But, if you’re a South African investor, it’s the month that likely brings up residual trauma of some decidedly un-jolly happenings from recent years’ Decembers. Cabinet reshuffle. Nenegate. Steinhoff. What is it about the twelfth month of the year that turns the...
