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“Street Notes” – October 2020

“Street Notes” – October 2020

"Street Notes" - October 2020 Quote of the Month "Real Integrity is doing the right thing, knowing that nobody’s going to know whether you did it or not" – Oprah Winfrey Indices Commentary Global Geopolitical tensions and the threat of further lockdowns in a number of...

Using “Maslow meets Retirement” when Planning your Life Income

Using “Maslow meets Retirement” when Planning your Life Income

It’s important to figure out what you desire and how to pay for it. You might remember thinking back to school or university days learning about Maslow’s hierarchy of needs pyramid. Just to remind you, in 1943 Abraham Maslow, an American psychologist, proposed in his...

Cash Trends Towards Trash

Cash Trends Towards Trash

Cuts to the repo rate of 3% over the last few months have severely impacted the returns investors can enjoy from money market funds. Read on for an analysis of the medium-term future of money market, and a look at some of the other options for those seeking...

Covid-19: Take hope from the World War II London blitz

Covid-19: Take hope from the World War II London blitz

Well, it’s the first day of the official lockdown and I must say I’m feeling a bit weird. Lots of emotions coming through. The main one being anxiety about how this is all going to play out. In South Africa we’re fortunate in two ways: we can learn from some of the...

Stay calm when the bear prowls

Stay calm when the bear prowls

John Bogle, the founder of the US investment company Vanguard, calculated that the average equity unit trust investment gained 173% between 1997 and 2011. In the same period, the average investor in equity funds gained only 110%! This is primarily because investors end up selling when the bear prowls and buying when the bull rages. Discover more about the importance of staying the course…

Is your business good retirement capital?

Is your business good retirement capital?

If you’re an entrepreneur, you’re likely to be an optimistic risk taker and may believe that the proceeds from the sale of your business will suffice as retirement capital.  The reality is that not all businesses have a happy ending. Diversifying your assets is a great way of ensuring against the possible decline of your business, or the inability to sell it when you need to.    

Property investing: 10 common tax questions

Property investing: 10 common tax questions

People often make decisions about property investments without a full understanding of the tax implications. Let’s take a look at 10 common questions (and answers!) about income and capital gains tax that every property owner should know.

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