Financial Advisor
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
“Smart money” is used to describe institutional or professional investors, by default that makes the rest of us the “not so smart money”. What seems to distinguish the “smart” from the “not so smart” is the degree of emotional influence
The debate on active vs. passive investment strategies is never ending. If you google active vs. passive there are tens and thousands of articles on the topic. For less informed readers, passive investment strategies refer to tracker or index funds,
As a child I grew up thinking that I would one day run the Comrades marathon. I read somewhere older athletes were better suited to the long distance, which was the excuse a clung to until the dream faded into
I fear the average South African is facing a ticking time bomb iro underfunded retirement as we continue to kick the proverbial can down the road until we are forced to deal with the reality of the situation and then
In a world of accelerating disruption where technology as enabler allows a person to build a billion-dollar business from their parent’s basement even the most established business models are no longer secure. The disruptors quickly become the incumbents at risk
As a child I used to love playing monopoly, which I had not done for years, but the other day, while braaing with friends, I re-discovered my monopoly board and could not resist the temptation. My friend Emil and I
Warren Buffett reckons to be a good investor “All you need is emotional control and the temperament to avoid self-destructive behaviour”. If that is so, why is it so difficult for the average investor? The problem is we are intuitively
What does your financial adviser do for you? According to Daniel Kahneman Nobel prize winner and author of “Thinking, Fast and Slow”, financial advisers are responsible for: “The anticipation, diagnosis, and the management of client discomfort and regret.” Kahneman &
The three risks underlying retirement planning is longevity, inflation and investment risk. As a retiree you have no control over your longevity and the inflation risk. If only we knew when our time was up planning would be easy. Just