Why life is better with a Certified Financial Planning® professional

The Financial Planning Standards Board (FPSB) is the global leader in managing, developing and certifying financial planning organisations. The FPSB promotes worldwide professional standards in financial planning and is the custodian of the coveted Certified Financial Planning® distinction and mark. Recently the FPSB, in association with the Canadian Financial Planning Standards Council, commissioned a piece … Continue reading Why life is better with a Certified Financial Planning® professional

Another rude awakening for homeowners

An interesting article this morning on Moneyweb. One of the beautiful things about owning a property is that the property's price does not appear in the newspaper every weekday (and in bold on the weekend) and so their owners are unable to constantly track the minute-by-minute value of their investment and they are not constantly … Continue reading Another rude awakening for homeowners

Behavioural Economist Richard Thaler wins the 2017 Nobel Prize for Economics

Richard Thaler, a leading light in the field of shedding light on how much our behaviour affects our investment outcomes, has won the 2017 Nobel Prize for Economics. Bloomberg reported that his body of work "includes insights on the ways in which limited rationality, social preferences and a lack of self control affect decisions that … Continue reading Behavioural Economist Richard Thaler wins the 2017 Nobel Prize for Economics

Investing with Pascal’s Wager in mind

  I recently attended Foord Asset Management's Mind of the Manager event which was kicked-off by MD Paul Cluer. Paul reminded us of the story of Pascal's Wager, and illustrated how Foord apply the philosophy of Pascal's tale to how they manage money.   Source: Wikipedia Recap: Pascal's Wager Blaise Pascal was a 17th-century French … Continue reading Investing with Pascal’s Wager in mind

Prudential Investment Managers: Why active management beats passive in South Africa

Prudential Investment Managers' Johnny Lambridis penned an interesting article last month in the Active/Passive debate. Some of the points he made were: Passive investing is gaining ground in the South African market, mainly due to the (generally) lower fees involved compared to actively managed funds, but also based on some misperceptions stemming largely from the … Continue reading Prudential Investment Managers: Why active management beats passive in South Africa

Sometimes just getting organised is the first step in taking charge of your finances

There are many people who are interested in taking charge of their finances who just don't know where to start. Normally, deciding that you want to do something about your finances AND FOLLOWING THROUGH on that decision by finding someone to help you is a good start. But it can be intimidating. I know that … Continue reading Sometimes just getting organised is the first step in taking charge of your finances