Julian Adshade
  Julian Adshade   ● Mar 8, 2021

How upcoming Regulation 28 changes will impact your retirement fund

Regulation 28 is a retirement fund guideline that defines the percentage of capital that can be invested in various asset classes such as equi...

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Niel Pretorius
  Niel Pretorius   ● Mar 1, 2021

SARS proposal on the taxation of retirement funds of non-residents

As part of the 2022 budget, Treasury has made a proposal to tax pension funds irrespective of treaty provisions contained in numerous tax trea...

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Julian Adshade
  Julian Adshade   ● Mar 1, 2021

Provident fund rule changes – will they affect you?

New South African provident fund rules came into effect on 1 March. If you are not yet of retirement age, or are considering emigrating, here’...

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lady
  Staff Writer   ● Feb 25, 2021

Dimensional part 2: Tesla’s charge reveals the weak points of pure indexing

Dimensional Fund Advisers provide the core of our model portfolios. Their enhanced indexing approach utilizes complex trading strategies acros...

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lady
  Staff Writer   ● Feb 24, 2021

Flexibility in Practice: How Dimensional Handled GameStop

The foundation of our investment philosophy is an evidence-based approach that is informed by a continuous and rigorous review of academic and...

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lady
  Staff Writer   ● Jan 29, 2021

Peak infection and the aftermath

2020 has proved to be one of the worst years in history for the global economy.

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  Cláudia Mendes   ● Jan 7, 2021

The tax benefits of retiring in Portugal in 2021

Portugal is safe, sunny and sociable, but there are also great financial benefits for foreigners looking to retire in the European hub.

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Niel Pretorius
  Niel Pretorius   ● Sep 23, 2020

Robot Wors: Can an algorithm replace a cross-border financial advisor?

There’s nothing quite like a juicy boerewors roll braaied on an open fire. Getting it perfect is a skill in itself, and nobody likes a boerie ...

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Bill Monty
  Bill Monty   ● Sep 10, 2020

What an investment philosophy is and why you need one

In my previous article, I focused on volatility and why you shouldn’t fear it. In this article I would like to take a step back and focus on t...

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