Archive | Baby Boomers

Millennial Career Choices: Where do passion, purpose and profit meet?

In the diagram below, “X” marks the spot! But very few of today’s millennial generation children get good advice in terms of post school educational curricular activities to find this holy grail of a perfect career choice. A career that is all of financially rewarding, somewhat enjoyable and something that you are reasonably proficient at. […]

The Bitcoin Frenzy

The hot topic on every prospective investor or punter’s lips at the moment is “Bitcoin” or some other form of crypto currency investment. What has caused this feeding frenzy around Bitcoin and why is everybody now desperately looking for an angle with which to get exposure to this so called holy grail of sure profit? […]

Offshore Estate Planning

In recent years, many South Africans have availed themselves of the opportunity to diversify a portion of their investment portfolio offshore. With political uncertainty and tough local economic headwinds, this offshore investment exposure has become rather significant for those South Africans with any sort of significant wealth. With offshore asset diversification comes a whole new […]

Warren Buffet: 2016 Shareholder Letter

Every year Warren Buffet, the long serving Chairman of Berkshire Hathaway, pens a letter to all shareholders. This letter is a public document and can be found on the Berkshire Hathaway website. In the 2016 letter, which extends to 28 pages, the Sage of Omaha outlines the year’s performance of the Berkshire Hathaway stock, and […]

Personal Retirement Strategies – 2

We continue our discussion around key questions that retirees should be asking themselves and what strategies they should be adopting. How can I potentially grow my assets during retirement? Retirees must continue to view themselves as long term investors. Retirement now is likely to last far longer than pre-ceding generations. This means that a significant […]

Personal Retirement Strategies – Part 1

Historical retirement planning meant only one thing; saving and investing every last cent and then living off this nest egg and hoping that you passed on before the capital was exhausted. Potential retirees in the 21st century require a more thoughtful and innovative approach that’s personally tailored to their circumstances; aligning spending expectations with sources […]

Making Your Financial New Year’s Resolutions Stick

A new year inevitably arrives full of hope and promise, and so it should! There are well intentioned resolutions that lead to a promise of better things to come. Whether it’s to lose weight, achieve a certain level of fitness, or reduce debt, it’s always a long ask for most people. Many resolutions hardly make […]

Give the Gift that Keeps on Giving

It is hard to believe that 2016 is nearly over and we are fast heading into the Christmas festive season. This often brings along the perennial question to most us: What do I get as presents for kids and/or grandkids? Well, this year, why don’t you give them a gift that keeps on giving, a […]

The Money Mistakes We Make

As we venture through life, whether we like it or not we need to deal with money and the consequences of our financial decisions. Each stage of life has unique challenges of its own and researchers have found commonality in the issues faced. 20’s: Playing it too safe: We are young with the rest of […]