Articles of Interest

You may have longer than you think, and why it matters

Investors underestimate for how long they will be invested. If you consider someone entering the workforce today, it is reasonable to assume that they have a 70-to 75-year investment time horizon, consisting of 40 plus years’ investing for retirement and 30 years’ living off their accumulated investments in retirement

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General Articles

Be decisive, and act!

Determining the timing of when to invest in equities, and whether to enter immediately or over time, can be daunting. Read more in our Current state of market report.

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Articles of Interest

Amendment to Trust Regulations

Please note that, effective 1st April 2023, the Trust Property Control Act of 1988, (which regulates and administers trusts), was amended by the Anti-Money

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General Articles

National Wills Week

This week is National Wills Week, which means that this is the perfect opportunity to review your Will or to have one drafted for free by us. With more than 75% of South Africans passing away without a valid will we would like to decrease these statistics and make sure that your last wishes are fulfilled. 

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General Articles

AFTER ALL THE BLUSTER

This Political Research Note was prepared by political and economic analyst JP Landman In the end, it all ended with a whimper. The threats,

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How will the ratings downgrade affect me?

There has been much speculation for some time that South Africa could be downgraded by Moody’s to sub-investment grade or “junk” and this has now at long last occurred as at the end of March. The Moody’s rating has been notable in that it is the only one of the three major ratings agencies that had not yet downgraded SA’s foreign rating.

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