Blog

May 31, 2017

The right questions to ask yourself in June

June is a favourite month. It is an important marker: the year’s mid-point when you can reflect on progress made to date yet still with enough time left to achieve more before the year draws to a close. Until you talk tax. Then June takes on more urgency. It is the end of the financial year, the end of another tax year and time for some serious chats with the accountant. When it comes to investing, a very important measure is the after-tax return. Because that is the figure you get to put in the bank, reinvest or use to […]
May 24, 2017

Responsibilities of an executor

If you’re the eldest sibling in the family, or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine upstanding citizen by others, chances are you will be asked to be an executor of someone’s will. After you’ve enjoyed the warm feeling of being wanted, just pause for a moment and take stock of what it really means to assume this most important role. You need to be aware that when the person dies, you will be required to spend a significant amount of time executing your responsibilities – and these […]
May 24, 2017

Lessons learnt – often the hard way

Unfortunately, many of us learn the principles of sound saving and investment practices the hard way through trial and error. And often these lessons are finally learnt, if ever, by the time we are in the countdown to retirement. Just imagine the possible state of your investment portfolio if you had understood and followed these principles – which can be disarmingly simple – at the beginning of your working and earning life. If only you could make up for any lost years of investment opportunities. Online investment newsletter Cuffelinks asked 37 well-known investment and economic specialists to briefly answer this […]