Slow and steady wins the race – it is okay to build wealth slowly

Slow and steady wins the race – is it okay to build wealth slowly At Morningstar, we study how people make financial decisions and the obstacles they face in making effective choices. Through our behavioural finance research, our goal is to better understand...

Does Your Portfolio Need Bitcoin?

Bitcoin investors have been on a wild ride lately. After dropping about 74% in 2018, the digital currency nearly doubled in price in 2019, and then nearly quadrupled during 2020.  This article, originally distributed by Morningstar Inc in the United States, gives...

Do fundamentals still matter? by ALLAN GRAY, Rory Kutisker-Jacobson

There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the question – do fundamentals still matter? Rory Kutisker-Jacobson discusses the disparities, risks and...

Save now or retire never

Life happens, but if you have a flexible plan, with some non-negotiables, you’ll be able to meet your investment dreams. – By Stephen Katzenellenbogen – NFB Private Wealth Management Moneyweb link I have, for quite a while, thought about the importance of...

INVESTING OFFSHORE – WHAT HAPPENS WHEN YOU DIE?

Investing offshore adds a wrinkle of complexity to the disposal of your assets when you die. Foreign and local authorities may need to get involved to allow your chosen executor to fulfill your wishes. The first step for your executor is to validate your Will through...