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26

Jun

Bridging the gap: Understanding macroeconomic indicators for intergenerational wealth

Adriaan Pask

As South Africa observes Youth Month, it is an ideal time to reflect on how financial literacy and strategic planning can help bridge the generational gap in managing and transferring wealth. Whether you are part of the older generation aiming to preserve and pass on your assets, or a younger family member seeking to grow and protect that inheritance, successful intergenerational wealth management requires more than investment knowledge – it calls for open communication, education and values-driven decision-making.    


26

Jun

Understanding the differences between shares and derivative products

Wendy Myers

Shares and derivatives each have their own distinct place in investing. In this article, I explore the differences between these two financial instruments and explain how investors can use these products effectively to reach their financial goals.  


26

Jun

Understanding the underlying instruments of investment products

Linda Kleynscheldt

In the previous edition of The Wealth Perspective, we explored choosing the right product (or investment vehicle) to support your journey towards your destination of financial freedom. However, the investment world also has various different investment instruments that form the underlying foundation of the product/s you select. In the same way as buying a car involves choosing a type of vehicle and then deciding on a specific brand or model, investing entails selecting both the type of product and its underlying investment instruments. The investment instruments refer to the types of funds or asset groups in which you invest.  


27

Mar

A mindset for achieving financial freedom

Thomas Berry

Financial freedom is a goal that many aspire to, yet few truly achieve. It’s often viewed as a simple formula: earn more, save diligently and invest wisely. However, financial freedom also entails establishing sound financial habits early on so you can build enough wealth, passive income streams, or savings to comfortably cover your expenses and live financially free. 


27

Mar

Embracing the benefits of shares

Wendy Myers

When constructing an investment portfolio, the savvy investor knows that shares are the single asset class that provides real returns over the long term. However, those who are new to investing may be intimated by this asset class, and short-term market fluctuations (otherwise known as ‘market risk’) can cause them to be hesitant to take that first step. In this article, I highlight the benefits of investing in shares and provide simple guidelines on how to get started.  


27

Mar

A mindset for achieving financial freedom

Thomas Berry

Financial freedom is a goal that many aspire to, yet few truly achieve. It’s often viewed as a simple formula: earn more, save diligently and invest wisely. However, financial freedom also entails establishing sound financial habits early on so you can build enough wealth, passive income streams, or savings to comfortably cover your expenses and live financially free. 


27

Mar

Embracing the benefits of shares

Wendy Myers

When constructing an investment portfolio, the savvy investor knows that shares are the single asset class that provides real returns over the long term. However, those who are new to investing may be intimated by this asset class, and short-term market fluctuations (otherwise known as ‘market risk’) can cause them to be hesitant to take that first step. In this article, I highlight the benefits of investing in shares and provide simple guidelines on how to get started.  


27

Mar

Selecting the right products for your journey to financial freedom

Linda Kleynscheldt

To some, financial freedom seems like an elusive target only reachable by others. With inflation constantly snapping away at our livelihoods, and the ever-present pressure on our spending patterns, the challenge to achieve it is real.


12

Dec

The effect of legislative changes on retirement planning

Thomas Berry

In this article, I discuss the two-pot retirement system, which aims to enhance retirement outcomes for South Africans by keeping the majority of their future retirement contributions invested for retirement while allowing limited access to a portion of their funds before retirement.  


12

Dec

The role of a securities portfolio in your holistic retirement plan

Wendy Myers

Retirement isn’t just about reaching a certain age and stopping work. It’s about ensuring that your savings and investments can provide a sustainable income to cover your living expenses, medical expenditure and lifestyle needs well into the future. The goal is to replace your salary with a steady income while managing the risks that come with living longer and navigating inflation.  


Market Update

This is a Daily Investment Update

03

October

AI trade fuels record run in global stocks

Adriaan Pask

02

October

Wall Street hits record highs despite shutdown

Adriaan Pask

01

October

Global equities edge higher as investors weigh US shutdown risk

Adriaan Pask

30

September

Global markets rebound on tech strength

Adriaan Pask

29

September

Wall Street ends week higher as inflation stays in check

Adriaan Pask

26

September

Wall Street declines as strong US data fuels uncertainty around Fed rate cuts

Adriaan Pask

25

September

AI drives Wall Street gains as Alibaba boosts investment

Adriaan Pask

23

September

US tech rally boosts markets

Adriaan Pask

22

September

Wall Street hits new highs as strong earnings and US-China talks boost sentiment

Adriaan Pask

19

September

SARB holds rates steady, signalling a future inflation target of 3%

Adriaan Pask

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