How to Keep FOMO Out of Your Investment Strategy
The fear of missing out (FOMO) is a powerful emotion for many people. And when it comes to investing, it can be a dangerous one.
This is because FOMO creates a strong urge to act impulsively – which can have negative long-term consequences. Disciplined investors are able to keep FOMO at bay, however, so let’s explore how you can do that.
Navigating Inheritance Conversations: Turning Tough Talks into Lasting Legacies
After your passing, the last thing you want is conflict among your heirs and unnecessary legal drama.
The best – some would say “only” – way to prevent this is by discussing your hopes and dreams with all family members before you die.
Read on to find out how to go about this – and how we can assist.
Evolving Wealth Part 4: Boomer Bucks, Key Financial Strategies for Your Golden Years
Baby Boomers – those born in the immediate aftermath of WWII – have been around the block a few times.
They’re used to making the most of life, and retirement should be no different.
Read on for a breakdown of the traits that define this generation. And we’ll give some financial tips to help ensure your golden years are as shiny as they should be.
Market Update: Trump 2.0 – A Bumpy Ride so Far
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”.
However, global economic uncertainties, including not knowing the president’s next move on tariffs and where interest rates will end the year, are creating a challenging environment for investors to navigate in early 2025.
Tax Tip: Get Your Top-Ups in Now
Roses are red, violets are blue – and 28 February is your top-up deadline.
One of the most critical aspects of financial planning is making the most of any breaks the taxman offers us. Tax efficiency significantly boosts the return on your investment portfolio in the long run.
Read on to find out how to make the most out of the tax breaks afforded by RAs and TFSAs.
Budget 2025: The Minister of Finance Wants to Hear from You!
“Together, government and business can drive the messages that matter most, which are those of resilience, opportunity, and shared prosperity.” (Minister of Finance, January 2025)
Finance Minister Enoch Godongwana has invited the public to share suggestions on the 2025 Budget he is expected to deliver on Wednesday, 19 February.
Go to National Treasury’s “Budget Tips for the Minister of Finance” page and fill out the online form.