November 2023 - Ultima Financial Planners

How to Give Meaningful Gifts This Festive Season

November 29, 2023

“We are living in a material world, and I am a material girl.” (Madonna) Why not take this festive season as an opportunity to begin a tradition of truly meaningful gifting in your family? In today’s world, more and more…

Should you be an Optimist or a Pessimist With Your Money?

November 29, 2023

FinDotNews

“Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” (George Bernard Shaw) Cast your mind back to the middle of March 2020, when fears around Covid-19 sent the JSE into a spiral. The…

The Differences Between Life and Living Annuities

November 29, 2023

FinDotNews

New beginnings After working for forty years, the time has come to make really important decisions about how you’ll manage your retirement funds to ensure that your golden years are all you’d hoped for. When you retire, you must transfer…

Stock Markets Break Three-Month Losing Streak

November 29, 2023

FinDotNews

November was a bumper month for financial markets as equity market increases gained momentum into month end, resulting in the most significant stock market gains in over a year. Added to that, US government bonds – a temperature gauge for…

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Month: November 2023

How to Give Meaningful Gifts This Festive Season

Should you be an Optimist or a Pessimist With Your Money?

The Differences Between Life and Living Annuities

Stock Markets Break Three-Month Losing Streak

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