Jeffreys Bay Financial Advisor

29/03/2022

28/03/2022

It’s important to fully understand the process, your rights, and the financial implications going forward.

24/03/2022

DR SEUSS AND THREE TYPES OF STOCKS THAT COULD BENEFIT FROM INFLATION

In this article, Andrew Lyddon, fund manager at Schroders comforts value investors for being contrarian using the famous quote from Dr Suess “You have to be the odd to be number one”, as value stocks struggle in recent years relative to growth stocks. He also entertains the famous question of inflation despite their inflation-agnostic stance at Schroders

https://www.glacierinsights.co.za/publications/funds-on-friday

Access the latest financial reports and publications

21/03/2022

REACH YOUR FINANCIAL GOALS THIS YEAR✅

Using a financial advisor will help your reach these goals even quicker.

Join my team👍
Contact Wynand: 042 293 2455

14/03/2022

⚠️UPDATE⚠️

WHAT MIGHT THE FUTURE HOLD FOR EQUITY MARKETS IN 2022 AND BEYOND?


In this article, Katherine Davison, Portfolio Manager at Schroders, expresses some of the issues faced by the equity markets and expectations in the coming months and beyond.

Access the latest financial reports and publications

10/03/2022

Become part of the winning team!!🏆

I would love to help you live with confidence too.

Contact Wynand: 042 293 2455

09/03/2022

Sanlam’s Cumulus Investment Plan allows you to choose how and where you want to invest. With each payment, we add an extra amount so your money grows faster.

07/03/2022

07/03/2022

What's behind values recent renaissance
In this article, value investor Nick Kirrage, Co-head of the Global Value Team at Schroders, explains why investors should be wary of easy narratives to explain market moves.

https://www.glacierinsights.co.za/publications/funds-on-friday

Access the latest financial reports and publications

04/03/2022

Talking to kids about money doesn’t have to be hard. 🧐

Include them in simple day to day activities so they can understand where money comes from and how it’s used 💰. Catch up on the Anytime Show with Zikwe, available on the .sesame.edu YouTube channel channel https://bit.ly/355yHjj 📺 for more money talks with kids in mind, supported by Sanlam.

28/02/2022

21/02/2022

WHEN TO INCLUDE GOLD IN YOUR PORTFOLIO

“Whether to own gold in an investment portfolio is always a hotly debated subject among investment professionals and laypersons alike. Gold tends to do well in an environment in which other risky assets struggle, but paying too much for the ‘insurance’ it offers in a diversified portfolio will produce a drag on overall performance. We set out our objective assessment of the investment merits of the precious yellow metal.” In this article, Renier de Bruyn, Senior Investment Analyst, Sanlam Private Wealth, talks about when to include gold in one’s portfolio.

Access the latest financial reports and publications