There are several pivotal times in your life where you’re going to have to have difficult financial conversations – some related to your income, others to your consumption. While many of us are tempted to avoid these conversations and hope everything will come right in the end (let’s face it, they often do) you could […]

The podcast to this newsletter, can be found here Market View Wall Street seems to have regained some of the confidence it lost over the last few months with the Trump shenanigans. The TACO Trump idea seems to prevail—in other words, he will inevitably backtrack, so keep calm and carry on. The JSE continues to […]

The podcast to the newsletter is available here. Market View The JSE continues to shine, with most sectors in the green. While Wall Street has recovered from the ‘Liberation Day” shock, and has become desensitised to TACO diplomacy, it still can’t seem to get back to the highs we saw in January. RSA GDP  South […]

The podcast for this newsletter is available here Market View The JSE continues to find new highs, unlike the US, while recovering from ‘Liquidation day’ on the 2nd of April, is still shy of the highs seen in January.    Trump’s ‘Mood shifts’ Trying to decipher market movements is all about trying to predict the […]

The podcast to this newsletter can be listened to here.  Market View On the back of the fairly favourable reception that Team RSA got at the White House, the All Share continues to hit new highs.   Moody’s downgrade of US  Blink and you missed it. The historic downgrade of US sovereign debt announced Friday […]

The podcast to this newsletter is available here. Market View The JSE hasn’t stopped hitting new highs if you do a bit of deeper dive into the sectors, the one stand out is the industrial sector: And here is the individual category performance:   Budget Deficit update Just when you thought the tariff de-escalation was […]

The podcast to this newsletter, is available here Market View Although the JSE eased off slightly last week, it is still holding its own on a year-on-year basis. The bleats heard around the world. Which economist would have thought that a day would come where a major FOMC announcement would barely register, but a Bleat/Tweet/Chirp […]

I know you might think this topic strange coming from a financial planner – why would I outsource my job and encourage clients to do it on their own? Look, this probably isn’t going to make me popular with my fellow planners and advisors, but unless you have significant investable assets that the planner can […]

Cobie and I like to keep this newsletter and our podcast evolving. We’d love to hear from you about what you like or dislike and what you’d like more or less of – both in the newsletter and podcasts.    Market View Last week, the JSE hit another all-time high of 92,331, and the good […]

Perhaps because of all my years’ experience on this planet, but I have cartloads of stories to tell about clients’ philosophies around legacies and retirement – and yes, they run the full spectrum from…  “Make sure my last cent is buried with me”  to “I don’t care if I have to sacrifice my retirement, I […]