By

Joy Immelman (Main Author)

26
Jun
2015
0

Rollercoaster Ride on the JSE

It has been another roller-coaster ride on the JSE, as the graph below shows.  The sometimes steep ups and downs of the exchange illustrate why long-term investors should not be alarmed by short-term market movements.  From a drop at the beginning of the year, the All Share Index went up steeply, albeit not in a straight line, until mid-March, when it took a breather, before soaring to a record high at the end of April.  But May and June saw it drop – external influences such as fears of a Greek default, or worries about when US rates would be hiked – have been cited as amongst the factors influencing that drop.  But come June the index went jogging upwards again.  So it has been said before but it is worth repeating here – investors should not lose sleep over short-term volatility.

JSE - JAN - JUN 2015.(3)

 

 

29
May
2015
0

How to Keep ‘matters of the Heart’ from Derailing Your Finances…

As anyone involved in financial planning and wealth management could undoubtedly testify, emotions are usually public enemy number one when it comes to sticking to financial plans. While frightening news or industry generated information can influence people’s decisions, it is more often the major life events – and the resulting emotional upheavals – that lead to financial plans going awry.

In the first of these articles, we will address two ‘matters of the heart’ that greatly influence our financial decisions: marriage and divorce.

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13
Mar
2015
0

‘Don’t Put Baby Boomers out to Pasture!’

Too young to retire from an active business life, yet seen in many workplaces as being too old to be of any use – this is the lament of the Baby Boomers, those people born after the Second World War in the so-called baby boon years between 1946 and 1964.  But, argues Marilyn Hallett, it is a big mistake to put the Boomers out to pasture.  Click here to read the article.  Also see previous article “Rethinking Retirement”