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Spring clean your finances – easy steps to get you started

In South Africa, 1 September is known as Spring Day, signalling the approaching change in season from winter to summer. This time of year is known to act as a trigger...

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Gold – a safe haven, or too hot to handle?

Financial market moves in 2020 can best be described with one word – unprecedented. Equity markets experienced one of the sharpest and speediest declines in the first quarter of 2020, only to recover...

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Investing globally – What can we expect from the next decade

At Morningstar, we follow a valuation-driven investment approach, which means we invest in assets we find attractively priced and avoid those areas we believe are overvalued. We are positioned to...

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What to do with your money amid S.A. economic pessimism and the worry of prescribed assets

South African investors have had no shortage of challenges over the past decade. Going into 2020, we were all hopeful that this was going to be the year we would turn...

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You can’t predict but you can prepare

As we emerge from the stringent lockdown restrictions of the past 100 plus days, many of us are now facing a world that looks quite different from what we were used...

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Breathe, Think, Act

When markets panic, the only investment mantra I believe in is “breathe, think, act”. Sell-offs can provide fantastic buying opportunities, but elevated risks often accompany them.

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What Happens To My Bank Accounts When I Die?

The best way to ensure that your assets are distributed as you want them to be, is to draw up and maintain a valid Will.

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What to do with your end of year bonus

Even in these difficult economic times many are the recipients of much anticipated end of the year bonuses.  Here are some tips on what to do with your bonus.

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How Will Your Death Benefits Be Distributed?

It’s important to understand what happens to your employer-provided retirement fund benefits in the event of your untimely death.

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