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What will markets do in 2025? An annual ritual is underway at the major Wall Street investment houses: predicting exactly where the S&P 500 will finish the next calendar year. This mission is impossible — but that hasn’t stopped teams of well-trained strategists...
An early start is at the heart of achieving sufficient financial resources for the lifestyle you desire for you and your family. It gives your investments more time to compound and grow. Rule 1: Plan to reach your 100th birthday Many studies have found that advances...
BY LOUIS VAN VUREN (CEO of the Fiduciary Institute of Southern Africa) A look at the average process, with a guide to how long each part of the process could take. How long does it take to wind up an estate? Answering this question is as difficult as answering ‘How...
It’s wedding season, but before you say “I do”, here are three things you should think about – and take action on - before your special day. Speak truly and honestly with each other about money Talking about money and finances can be very hard, but hard conversations...
The Protection of Personal Information Act, No 4 of 2013 (POPIA), which was significantly amended in the middle of 2020, came into full effect on 1 July 2021. WPS have always taken confidentiality of our clients' affairs very seriously, so we see the implementation of...
IT’S A NEW DAWN IT’S A NEW DAY Birds flying high, you know how I feel Sun in the sky, you know how I feel Breeze driftin' on by, you know how I feel It's a new dawn It's a new dayIt's a new life for me, yeah It's a new dawn It's a new day It's a new life for me, ooh...
The importance of budgeting – and how to start by Sanlam Personal Finance If you would like some help with drawing up a budget, we are very happy to help and have a number of templates and tips to help you. Get in touch! In my 20 years in the financial industry I have...
You may be financially desperate, but step away from your pension fund
Substituting short term emotional comfort for longer term returns is not a great idea
Short-term decisions can have a massive impact years later