Skip to content
Mark Williams

Mark Williams

Financial Advisor

Menu

  • Home
  • Meet the team
  • About Us
  • Blog

Investment Risk

Thinking long-term pays dividends

Thinking long-term pays dividends

If you are disappointed with returns from your investment portfolio over the last quarter, then that probably means you have a well-diversified strategy with plenty of exposure offshore.  If that’s the case, then you shouldn’t worry too much about the

mw@dmin April 26, 2018April 26, 2018 Investment Risk, Market behaviour, Market Drivers Read more

Rational investors sit it out

Rational investors sit it out

For this week’s article I am going to ask you to pretend you are living in a make-believe world, which shouldn’t be too hard, just follow our supreme leaders example by living in denial until you believe your own lies;

mw@dmin November 23, 2017November 23, 2017 Investment Risk, Investment Strategies, Investor Behaviour, Retirement Read more

Leadership uncertainties

Leadership uncertainties

As investors we are taught not to let macro factors overly influence our investment decisions. There is empirical evidence suggesting that even if you can correctly call a macro event like Brexit it is still impossible to know how the

mw@dmin October 26, 2017October 26, 2017 Investment Risk, Market behaviour, Market Drivers, Uncategorized Read more

Don’t be ‘herd’ investor, take a risk and score!

Don’t be ‘herd’ investor, take a risk and score!

A recent Credit Suisse report revealed the best performing stock market since 1900 to be none other than our own ALSI.  Hard to believe considering all the turmoil SA has been through over the last 116 years or maybe that

mw@dmin August 31, 2017August 31, 2017 Investment Risk, Market behaviour, Market Drivers Read more

There is no “holy grail” secret to making good investments

There is no “holy grail” secret to making good investments

I was invited to spend a full day with arguably South Africa’s top asset manager; you go there with very high expectations hoping to get all the answers.   These are the guys with the enviable track- record of consistently beating

mw@dmin July 6, 2017July 20, 2017 Investment Risk, Investment Strategies, Market behaviour Read more

Are portfolio and objectives in sync?

Are portfolio and objectives in sync?

If you do not want to erode capital in retirement your investment return must provide for both income and costs after inflation.  If you’re drawing 5% income and the underlying costs are 2.5% then your investment needs to earn 7.5%

mw@dmin June 22, 2017July 20, 2017 Investment Risk, Retirement Read more

One’s risk tolerance = capacity for volatile equity investing – 8 June 2017

One’s risk tolerance = capacity for volatile equity investing – 8 June 2017

Risk is one of, if not the most misunderstood concept when it comes to proper investing.   I hope to remove some of the confusion around the concept of risk by firstly covering the various terms used to describe risk and

mw@dmin June 8, 2017July 20, 2017 Investment Risk, Investment Strategies Read more

Defining risk, counter-intuitive thinking

Defining risk, counter-intuitive thinking

Blame it on a mid-life crisis, but I recently acquired a motorcycle much to my mother’s dismay.  I vividly recall the same response from her some 32 years ago when my Dad agreed to me getting a 2nd hand 50cc

mw@dmin February 16, 2017February 16, 2017 Investment Risk, Investment Strategies, Investor Behaviour, Market behaviour Read more

To meet reality you might have to lower your expectations

To meet reality you might have to lower your expectations

The secret of happiness or rather the reason for unhappiness is the gap between our objective reality and our imagined expectations.  If you imagine yourself flying 1st class, you are not likely to be very happy while sitting in coach. 

mw@dmin January 19, 2017January 19, 2017 Investment Risk, Investment Strategies, Investor Behaviour Read more

Foreign investment headwind

Foreign investment headwind

It is interesting how Rand weakness seems to negatively affect our collective psyche and overall sentiment, notwithstanding that most South Africans probably don’t understand the full implications of currency weakness.   Maybe it’s our fears of becoming a banana republic like

mw@dmin December 1, 2016December 1, 2016 Investment Risk, Investment Strategies, Market behaviour, Market Drivers Read more
  • « Previous
  • Next »

Location:

Offices:

Unit 3B – Tre Mondi Park
2 Niblick Way
Somerset West

Tel: +27 (0)21 205 1133

Information:

MW Wealth is a registered financial services provider:
Reg. No. 10049

Privacy Statement

PAIA

Enquire now:

MW Wealth is a certified and independent financial advisory firm.

Email
Copyright © 2025 Mark Williams. All rights reserved. Theme Spacious by ThemeGrill. Powered by: WordPress.