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Articles tagged as "personal investing"

Insights categories - Personal investing

Your final verdict: Protect your legacy with a valid will

By Tyler du Plessis on 08 Sep 2025

Reading time: 2 mins

Although the law has provided guidelines for the distribution of your assets after your death, you have the power to have the final say on many aspects of th...

Insights categories - Personal investing

Three questions to evaluate your investment manager

By Nomi Bodlani on 30 Jul 2025

Reading time: 3 mins

How can you assess whether your portfolios are resilient enough to weather periods of volatility and deliver outperformance over the long term? And, more...

Insights categories - Retirement

A phased approach to your retirement journey

By Nshalati Hlungwane on 06 May 2025

Reading time: 4 mins

For most of us, retirement planning represents the longest and most important personal finance project we will undertake. This has become more pronounced in...

Insights categories - Personal investing

These habits could change the way you invest

By Tshimologo Maputla on 24 Apr 2025

Reading time: 6 mins

A clear and disciplined mindset is a contributing factor to a successful investment journey. Tshimologo Maputla shares seven essential habits for investing,...

Insights categories - Personal investing

How to maximise tax benefits in a two-pot era

By Carla Rossouw and Lee Kotze on 05 Feb 2025

Reading time: 5 mins

The two-pot retirement system, which was implemented in September 2024, gives retirement fund members the ability to withdraw from the savings component of...

Insights categories - Retirement

Planning for retirement in the gig economy

By Tamryn Lamb on 21 Jun 2019

Reading time: 9 mins

Millennials are revolutionising the way we work as they embrace the flexibility and independence of the gig economy, but what does this mean for their...

Insights categories - Personal investing

The trouble with switching

By Mthobisi Mthimkhulu on 25 Jan 2019

Reading time: 8 mins

During periods of underperformance, even the most experienced investors get tempted to switch funds in search of better returns. However, switching funds in...

Insights categories - Personal investing

The trouble with switching

By Mthobisi Mthimkhulu on 25 Jan 2019

Reading time: 8 mins

During periods of underperformance, even the most experienced investors get tempted to switch funds in search of better returns. However, switching funds in...

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