Morningstar Market Overview, November 2021
2 December 2021Global equity markets started the month of November on a positive footing, however, news of the Omicron variant of Covid-19 and the US inflation print coming in ahead of expectations...
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Learn moreWhat is “value” and how do you measure it?
Value is often defined by a person’s individual perception, and this is influenced by their unique circumstances, beliefs and needs. Given that value is perceived, how do you then measure or quantify the value of financial advice to different individuals?
Good financial advice is so much more than this and will add significant value not only to your financial position but to your life as a whole.
How do we provide you with valuable financial advice?
At Maximus we will give you clarity around which of your goals and objectives are priorities. We will provide realistic expectations as well as financial education. Your Maximus adviser will also address areas such as legislative change, estate planning and insurance needs, while co-ordinating with the other specialists, such as through our partnership with the internationally renowned research and asset management group Morningstar Inc, as well as fiduciary services and stock broking organisations . This will assist to simplify your life, and more importantly to provide peace of mind.
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Morningstar Market Overview, October 2021
5 November 2021Global equity markets climbed higher during the month of October, as positive corporate earnings releases and better than expected macro data led to robust returns from US and European equity...
A forecast you can bet on – the longer you are invested, the better your odds of positive returns
13 October 2021In the words of Albert Einstein; “The future is unknown, but a somewhat predictable unknown. To look to the future, we must first look back upon the past.” When it...
Morningstar Market Overview, September 2021
5 October 2021Global equity markets performed poorly in September, as slowing global growth, concerns around the spread of the Covid-19 Delta variant and liquidity concerns at China’s second largest property developer...
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