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How Good do You Think You Are at Investing?
Do you deliver better than average work at the office? Do you drive better than the average person on the road? It is likely that you answered ‘yes’...
Avoid These 6 Barriers to Wealth Creation
“When money realizes that it is in good hands, it wants to stay and multiply in those hands.” (Idowu Koyenikan) This month we take a look at six of...
The Question of Loyalty
Loyalty is a powerful concept that elicits an emotional response. If you’re ‘loyal’, it means that you believe in trust and the idea of building and...
Stay Calm When the Bear Prowls
"Courage taught me no matter how bad a crisis gets ... any sound investment will eventually pay off." (Carlos Slim) Hold onto your chips when the...
Get Rich & Stay Rich: Eight Mistakes Wealthy People Never Make
“Many folks think they aren’t good at earning money, when what they don’t know is how to use it.” (Frank A. Clark) Getting rich isn’t as hard as it...
Focus on what you do know – A few reminders when it comes to investing
Year to date investors have been fleeing from risk assets due to a confluence of intertwining factors. This includes very hawkish central banks...
It’s so bearish out there, it makes me bullish
“The most common cause of low prices is pessimism—sometimes pervasive, sometimes specific to a company or industry. We want to do business in such...
The “Two Bucket” Retirement Savings System: What is it and Why is it Important?
"Many drops make a bucket, many buckets make a pond, many ponds make a lake, and many lakes make an ocean.” (Percy Ross) According to a recent...
Much Ado About Regulation 28 and the Private Investor
What is Regulation 28 The management of retirement funds is highly regulated – as it should be. After all, these are your life savings we’re talking...
The Risk That Many Investors Don’t Think About
'Liquidity risk' probably sounds like something technical that most investors don’t need to worry about. In reality, however it is something that is...
Capital Gains Tax: 10 Common Questions Answered
1. What’s the difference between CGT and income tax? CGT is a component of your income tax. When you sell an investment, 40% of the profit is added...
Don’t Let Recession Talk Rattle Your Cage
I hope you are well and staying safe. It’s been an interesting year for investors. Given the state of the global economic outlook, there has been a...
The Truth About the Market
Executive Summary: o Bull markets trump bear markets o Attempting to time the market will be detrimental to your performance o “There are only two...
A Simple “50-15-5” Budget Hack for Women (and Men!)
“It takes as much energy to wish as it does to plan.” (Eleanor Roosevelt) A lot of people don’t like budgeting. Many try it for a few months but...
Is Your Business Good Retirement Capital?
Why don’t entrepreneurs diversify for retirement? Apart from optimism, confidence and risk tolerance, the main reason entrepreneurs keep reinvesting...
Why You Should Treat Your Finances Like Your Health
"A good doctor treats the disease, but the great doctor treats the patient who has the disease.” (Unknown) Most of us understand why it’s important...
How Relevant Is The 4% Rule of Thumb These Days?
The basics If you’ve never heard of the 4% rule, now would be a good time to acquaint yourself with it. The rule of thumb states that: If you...
With the Limits Raised, How Much Should You Invest Offshore?
Over the last few years, the government has slowly been raising the limit on how much investors in pension funds and retirement annuities could hold...