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Thoughtful perspectives on financial planning, decision-making, and navigating complex financial lives.
10 year US Treasury, government bonds, risk free rate

Why the 10-Year US Treasury Matters – Even If You Live in South Africa

The 10-year US Treasury might sound like something only Wall ....
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10 costliest investment mistakes

10 Costliest Investment Mistakes (and How to Avoid Them)

We all make investment mistakes — even the smartest investors. ....
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Reduce Estate Duty with Charitable Giving, Henceforward

Give with Intention: Reduce Estate Duty and Strengthen Your Legacy Through Charitable Giving

Discover how charitable giving through your Will can reduce estate ....
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best asset management firms, top fund managers, best fund managers

South Africa’s Best Asset Management Firms – Performance-Based Rankings (2025 edition)

In this article, we break down what asset management really ....
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Best performing unit trusts global equities

The Best-Performing Global Equity Funds: Unlocking Offshore Investment Success

In today’s interconnected world, limiting your portfolio to local investments ....
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Best Performing Unit Trusts in South Africa

Best Performing Unit Trusts: SA Equities: Top Funds & Market Insights

Reviewing the Best Performing SA Equity Unit Trust Funds as ....
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Investment Advice for Retirees

Investment Advice for Retirees: How to Turn Your Nest Egg into Lifetime, Inflation‑Beating Income

When the salary stops, the investing rulebook flips. You’re no ....
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S&P Secular Bear Market History

secular bear markets: Thinking Beyond the Playbook: Real Risks, Real Preparation

For over a decade, investors have grown used to the ....
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Best Balanced Funds for Retirees

Best Balanced Funds for Retirees in 2025: How to Invest Smarter in a Volatile World

Wondering which balanced funds are delivering the best results for ....
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Retire on R5 million today? Mow much is enough?

Can I Retire with R5 million in South Africa? How much is enough in 2025?

“How much is enough to retire?” It’s one of the ....
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Investment Returns for Retirement and Why They Matter

The Power of Investment Returns for Retirement: Why Your Required Return Matters

Investment Returns for Retirement: When planning for retirement, many investors ....
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Buying Property vs Investing in Shares: A South African Investor’s Dilemma

For many South Africans looking to build long-term wealth, the ....
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