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
Never a topic we like to discuss but dying with a living annuity has some important planning considerations, which I will briefly cover in this week’s article. Living annuity contracts allow the retiree to bypass his / her estate on
The tile of this week’s article sounds more like a tropical storm warning than a warning to investors, which may be appropriate given that TINA can be just as devastating on your wealth as a category five hurricane when making
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,
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
The doldrums are noted for calm periods around the equator when the winds disappear trapping sail-powered boats for days or even weeks. There are many stories told of sailors going completely crazy while desperately hoping for the wind whilst
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
According to Barry Schwartz, American psychologist, “the secret to happiness is low expectations”. Expanding on the idea of happiness it seems like our happiness is more of a relative story than anything else. We are very happy with our new
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
As investors we hate ambiguity, we want certainty, which is why we dislike the idea of randomness. We want our advisors / managers to know exactly what is going on. Financial experts must speak confidently and explain what is driving