by Michael Sarris, Wealth Management (Anchor Capital) It has been over 50 years since the first moon landing and most would likely recall the famous quote by Astronaut Neil Armstrong “That’s one small step for man, one giant leap for mankind”. What you are probably...
Estate Planning is often overlooked when investing offshore. The webinar below discusses the implications that the death of an investor may have on the assets held within different types of investment products and explores probate, specifically from a South African...
At Southwood Financial Planning, we take the protection of personal information very seriously and are aligning all our business practices to ensure strict compliance. In 2013, the Protection of Personal Information Act (POPI) was passed in South Africa. In essence,...
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...
It is hard to imagine that only a year ago, markets hit rock bottom and investors were worried about how the rest of 2020 would pan out. Across the globe, investors were faced with questions such as – will valuations decline even further? How and when will...
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...
