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Month: December 2023

Intelligent Investing

How to Give Meaningful Gifts This Festive Season

“We are living in a material world, and I am a material girl.” (Madonna) Why not take this festive season as an opportunity to begin a tradition of truly meaningful gifting in your family? In today’s world, more and more people are realising that things bring only fleeting joy – it’s experiences that really matter.…
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The Differences Between Life and Living Annuities

New beginnings After working for forty years, the time has come to make really important decisions about how you’ll manage your retirement funds to ensure that your golden years are all you’d hoped for. When you retire, you must transfer two-thirds of your retirement funds to a Life Annuity or Living Annuity. Your retirement funds…
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Stock Markets Break Three-Month Losing Streak

November was a bumper month for financial markets as equity market increases gained momentum into month end, resulting in the most significant stock market gains in over a year. Added to that, US government bonds – a temperature gauge for what investors expect from central banks – gained ground on more optimistic interest rate expectations.…
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