Do You Recognise Yourself in Any of These Client Case Studies?
“If a man is not faithful to his own individuality, he cannot be loyal to anything.” (Claude McKay) Case study 1: Family matters One financial advisor told us about a 68-year-old client who sold his business and worried his children would be ruined by inheriting too much wealth. The advisor created a Family Constitution outlining […]
Unsung Heroes of Insurance: Four Types That Could Save You Money
“Always plan ahead. It wasn’t raining when Noah built the ark.” (Richard Cushing) When most people think about insurance, they usually consider the basics: health, life, car, and home insurance. However, there are other kinds of insurance that might not be as well-known but can provide significant financial protection in unexpected situations. While they may […]
Market Update: Magnificent Seven Lose Their Magnificence in July
Magnificent Seven come tumbling down The Magnificent Seven stocks (Apple, Amazon, Google-parent Alphabet, Nvidia, Facebook-parent Meta Platforms, Microsoft, and Tesla) have been responsible for the lion’s share of the US bull market in equities since late 2022. So much so that a new term has made its way into market parlance: “bad breadth”. It refers […]
Market Update: Financial Markets Welcome GNU 2.0 and New Cabinet
GNU 2.0 the best possible outcome for investors South Africa’s second Government of National Unity in three decades heralds good things to come for the country and investors. Financially speaking, it is the best outcome we can hope for in a challenging political environment. Dominated by the ANC and the Democratic Alliance, the GNU 2.0 […]
