Press Room

DECEMBER 2017 JANUARY 2018

ON RETIREMENT: GUARANTEED ANNUITY VS LIVING ANNUITY

NOVEMBER 2017

ACTIVE VS PASSIVE: DOES LOW COST = BETTER RETURNS?

OCTOBER 2017

TAX SEASON: INVESTMENTS AND THEIR ASSOCIATED TAX CERTIFICATES

SEPTEMBER 2017

HISTORICAL PERFORMANCE IS NO INDICATOR OF FUTURE PERFORMANCE

AUGUST 2017

CREDIT RATINGS: TOP 5 BANKS RATINGS HAMSTRUNG BY SA RATINGS

JULY 2017

ESTATE WIND UP & ADMINISTRATION: TIME FRAMES AND OBSTACLES

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Archive

Press Room Archive 2017

pdficon  January 2018 – December 2017
ON RETIREMENT: GUARANTEED ANNUITY VS LIVING ANNUITY

pdficon  November 2017
ACTIVE VS PASSIVE: DOES LOW COST = BETTER RETURNS?

pdficon  October 2017
TAX SEASON: INVESTMENTS AND THEIR ASSOCIATED TAX CERTIFICATES

pdficon  September 2017
HISTORICAL PERFORMANCE IS NO INDICATOR OF FUTURE PERFORMANCE

pdficon  August 2017
CREDIT RATINGS: TOP 5 BANKS RATINGS HAMSTRUNG BY SA RATINGS

pdficon  July 2017
ESTATE WIND UP & ADMINISTRATION: TIME FRAMES AND OBSTACLES

pdficon  June 2017
RETIREMENT CAPITAL LONGEVITY AT VARIOUS DRAWDOWN RATES

pdficon  May 2017
RETIREMENT ANNUITIES: WEIGHING THE NEGATIVES VS POSITIVES

pdficon  April 2017
SA RATINGS DOWNGRADE: EFFECT ON FUTURE OF CURRENCY

pdficon  March 2017
EXPAND YOUR INVESTMENT UNIVERSE

pdficon  February 2017
POLITICAL FACTORS WILL DRIVE CURRENCIES

Press Room Archive 2016

pdficon  December 2016 January 2017
The World Currency Card: World Travel Just Got a Little Easier

pdficon  November 2016
Market Volatility & Low Returns: Stay Calm & Carry On

pdficon  October 2016
Tax-Free Savings: The Earlier The Better

pdficon  September 2016
US companies: Tax avoiders or evaders?

pdficon  August 2016
A Trump presidency: is the world ready?

pdficon  July 2016
Brexit – the immediate aftermath

pdficon  May/June 2016
No SA ratings downgrade! Whew!

pdficon  April 2016
Barclays exit from Africa: should SA worry?

pdficon  March 2016
Market corrections & crashes: Zo panic is to lose

pdficon  February 2016
The Rand: Is it really 100% Zuma’s fault?

Press Room Archive 2015

pdficon  December 2015
Trading Forex: How to turn R 1 000 into R 1mil

pdficon  November 2015
Dr Nene’s prognosis on SA’s financial health

pdficon  October 2015
Investing in SA: have we beaten USA?

pdficon  September 2015
Where to now for the Rand?

pdficon  August 2015
An intro to Real Estate Investment Trusts

pdficon  July 2015
PWM: Introducing The Team

pdficon  June 2015
PONZI SCHEMES

pdficon  May 2015
The Investment Forum March 2015

pdficon  April 2015
Tax-free savings accounts

pdficon  March 2015
The monthly investment disappointment

pdficon  February 2015
Insurance: Do you really get something out?

pdficon  December 2014/ January 2015
Does it still make sense to use a trust?

Press Room Archive 2014

pdficon  November 2014
Red flags of short term insurance

pdficon  October 2014
Will you outlive your retirement capital?

pdficon  September 2014
Credit ratings: All you need to know

pdficon  August 2014
Estate wind-up simplified: stages 3 to 5

pdficon  July 2014
Estate wind-up simplified: stage 2

pdficon  June 2014
Flashback of previous editions

pdficon  May 2014
Estate wind-up simplified

pdficon  April 2014
Petrol price increases

pdficon  March 2014
Where to now for the Rand?

pdficon  February 2014
Vehicle Finance: “Prime less 5%” – too good to be true?

pdficon  December 2013/ January 2014
Vehicle Financing: Cash vs Credit