Archives of Wealth Management

Monthly market update – April 2018

The markets have not been kind to investors over the first quarter of 2018. Whether one looks at global or local markets, negative returns were on offer across the board. The JSE ALSI gave up 4.2 % in March for a total first quarter return of -6 %.

I don’t own lots of assets, so why do I need estate planning?

Contrary to popular belief, Estate Planning is not exclusively reserved for those that have amassed lots of assets. Truthfully, estate planning is just a nice way of saying “getting your affairs in order” and is important for everyone…. for those who are already wealthy and for those of us who are “wealthy to be”.
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