Financial Advisor
Money Matters is a bi-weekly financial advice column that Mark has been writing for the District Mail, the local newspaper in the Helderberg, since 2001. We see this column as part of our corporate responsibility work as most of the
Guru investor Terry Smith, founder of the phenomenally successful Fundsmith in the UK, has a remarkably simple investment philosophy based on three investment rules: Invest in a good business Pay a fair price for the business Do nothing! I will
“Never let a good crisis go to waste”. Winston Churchill Have you ever stood on a cliff and felt the way your mind and body respond to the threat of being one step away from sure death? It is a
Value style managers have struggled on a relative basis to keep up with broad market indices, which have been driven higher by a handful of mega-cap quality / growth companies mainly listed in the US. Value managers have been underweighting
I would much rather be writing about something other than Covid-19, but this is clearly the only story in town. I use the word story purposely not to make light of the pandemic, but as a play on the word
The investment industry uses some very descriptive words in describing investor behaviour and one of these is capitulation, this is the point when investors throw in the towel. Throwing in the towel is boxing speak for give-up. Picture the towel
This week’s article is an extract from a reply to a client’s question on whether he should reduce his share exposure or move to a balanced portfolio strategy given several “warning lights” on the horizon. The easiest way to
With the US stock market now entering its 11th year in a bull market, it is probably a good idea to reflect on some old age wisdom, which is nicely explained by the following quote: Bull markets are born on
I literally spend my days playing devil’s advocate in trying to soothe investor fears. We all know SA is in a mess from our education to employment or should I rather say lack of employment, through to escalating social tensions
Retirement Funds are well understood for the income tax benefit in that contributions to retirement funds are tax deductible based on 27.5% of a person’s taxable income, capped on R 350 000 per annum. Often overlooked is the estate planning benefit
When is bad news good news? Bad news is good news when the news is not as bad as you were expecting, and this is often true when investing in the stock market. Over the longer-term the stock market is