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Do not panic, manage your risk, and buy the dip

May 31, 2022

During the first week of May, the Federal Reserve (Fed) in the United States (US) increased interest rates by 0.5%, the first time since 2000. Later, during the last week of the month, the South African Reserve Bank (SARB) followed suit.

Investment Management Services

May 25, 2022

Reach out to start building your financial wealth through our range of investment management services tailored to your particular financial goals.

Short term insurance are essential

May 25, 2022

Short term insurance enables you to make provision for the unforeseen, thereby mitigating the risks that can cause financial loss.

The impact of interest rate decisions on South Africa and China

May 24, 2022

In a daring move, the South African Reserve Bank (SARB) last week decided to increase interest rates by 0.5%, despite the pressure that it will undoubtedly place on South African consumers. Although 15 out of the 24 analysts that were surveyed, expected a 0.5% increase, I cannot help but wonder if it was not a little too much.

A prolonged bear market? I do not buy it…

May 17, 2022

Despite the robust rally at the end of the week, all three major equity market indices in the United States (US) – the Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite – posted weekly losses.

Do not panic, buy the dip!

May 10, 2022

We ended April anticipating the announcement from the United States (US) Federal Reserve (Fed). Because of all of the uncertainty, the technology-heavy Nasdaq Composite contracted 13.3% in April, its worst monthly drop since the global financial crisis in 2008. Even the broader benchmark index, the S&P 500, had its worst month since the pandemic erupted in 2020.

A roller-coaster month across the globe

May 5, 2022

The past month has been a wild one! The technology-heavy Nasdaq Composite, a stock market index that includes almost all of the stocks listed on the Nasdaq stock exchange in the United States (US), contracted 13.3% in April.

Estate Duty: The Dutiable Part of The Estate

April 28, 2022

Benjamin Franklin said that “in this world, nothing can be said to be certain, except death and taxes”. This quote applies to most countries, as it does to South Africa. Death and taxes go together in the form of inheritance tax. Personal tax is levied on the income that a deceased person received before their death in the current tax year, whereas inheritance taxes are levied on what they leave behind in their Will in the form of estate duty.

Floods, house prices, and inflation

April 20, 2022

Following the severe floods in KwaZulu-Natal, many companies have suspended their operations to recover and to restore damaged equipment and infrastructure.

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