What a year!
By Martin de Bruyn, CFA, CFP® 2020 was probably the most extraordinary year for most investors. Despite the experiences of 1987, 2000 and 2008 few, if any, were prepared for 2020. The global virus crisis (GVC) caught everyone by surprise, with no
Is a Living Will a Will?
by Pieter Venter, B.Iuris, CFP® It is widely known that a Will can be a highly effective estate planning tool. Over and above a valid last Will and Testament however, there are several other estate-planning tools and instruments that can be used
What is a Letter of Wishes?
by Pieter Venter, B.Iuris, CFP® What is a letter of wishes and where does this fit in? To answer this it should be noted that a letter of wishes is not a Will and as such not subject to the Wills Act.
How did we get here?
by Martin de Bruyn, CFA, CFP® Markets are truly fascinating. This year we have witnessed a market crash and are in the midst of probably the biggest economic contraction ever, yet the South African and US stock market as examples are roughly
Latest Posts
What a year!
By Martin de Bruyn, CFA, CFP® 2020 was probably the most extraordinary year for most investors. Despite the experiences of 1987, 2000 and 2008 few, if any, were prepared for 2020. The
Is a Living Will a Will?
by Pieter Venter, B.Iuris, CFP® It is widely known that a Will can be a highly effective estate planning tool. Over and above a valid last Will and Testament however, there are
What is a Letter of Wishes?
by Pieter Venter, B.Iuris, CFP® What is a letter of wishes and where does this fit in? To answer this it should be noted that a letter of wishes is not a
The missing ingredient
by Martin de Bruyn, CFA, CFP® I believe that there is a missing ingredient in society. That missing ingredient is women in leadership roles. As women’s month is ending, I thought it
How did we get here?
by Martin de Bruyn, CFA, CFP® Markets are truly fascinating. This year we have witnessed a market crash and are in the midst of probably the biggest economic contraction ever, yet the
What now 3?
by Martin de Bruyn, CFA, CFP® In the previous memo I alluded to focusing on things that you can control. Now, I would like to look at what those things might be,
