2024 – Portfolio diversification is key

The ‘Santa Claus Rally’ arrived for global share markets as the long-awaited pivot in monetary policy from the US Federal Reserve arrived at its December meeting. Although the Fed kept the federal funds rate target on hold, it flagged the curr…

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A Financial Plan can improve your health and wellbeing

We often focus on the money-related benefits of financial planning. Putting together a road map for your finances can improve your money management skills and help you reach your goals like paying off debt or saving for retirement. It makes…

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How to be SMARTER with your 2021 goal setting

I wish everyone a Happy New Year. No matter what 2020 served you, the idea of a new year is still an exciting time, as people return from a well-deserved break and resolve to make some changes for the better. But, how do you make a New Year…

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Beware the Share Market Hype

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!
I am reading articles stating that 2021 will be a gre…

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