After a strong year for the big US technology stocks, investors will be wondering what the future holds. We see some challenges, but also reasons for optimism.
Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023.
In support of the brilliant work done by the ASISA Foundation under the leadership of Ruth Benjamin-Swales and an unwavering commitment to promoting Financial Planning for All, the FPI has been working in partnership with the ASISA Foundation since 2017, with the shared goal of making financial planning an integral part of every South African’s life.
Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
In this environment of high interest rates, clients can lock in very attractive guaranteed annuity rates, says Fareeya Adam, head of guaranteed annuities at Momentum Wealth.
Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
After thirteen years of underperformance versus high-flying US markets, investors have forgotten what an EM bull market looks like. A closer look at history and where markets are today suggests we may be closer than many think or are positioned for, argues James Corkin, Portfolio Manager at Steyn Capital Management
CFP® professionals benefit their clients holistically in ways beyond growing their wealth. Clients realise this, as shown in the FPI and Financial Planning Standards Board’s Value of Financial Planning Research 2023 study.
We are happy to announce that Matthew Marrian of InvestSense is our winner of the Garmin Fenix Watch. A hearty congratulations from us here at Exchange 4 Free,” says Lara Lotter, Exchange 4 Free.