A long-term or short-term investment strategy – does it really matter

Dane Potgieter A long-term or short-term investment strategy - does it really matter 25June2024

A long-term or short-term investment strategy – does it really matter?   By Dané Potgieter   Embarking on the journey of investments can feel daunting to step into with different types of strategies, each promising a different outcome. For newcomers, the distinction between a long-term and short-term investment strategy might seem like a foreign concept. …

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Failing to plan is planning to fail

Werner Pienaar Failing to plan is planning to fail 28Apr2024

Failing to plan is planning to fail   Financial planning is the process of setting and achieving financial goals through the effective management of finances. It involves assessing one’s current financial situation, identifying financial objectives, and developing strategies to meet those objectives over time.   By Werner Pienaar (CFP®)   Financial planning encompasses various aspects …

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Part 1: Why pay for Professional Advice?

Martin de Kock part1 Why pay for Professional Advice 19Mrt2024

Part 1: Why pay for Professional Advice?  By Martin de Kock CA(SA) CFP® Director of Ascor® Independent Wealth Managers   In the complex world of finance, the guidance of a financial advisor can be a game-changer for individuals striving to secure their financial future and make informed decisions aligned with their goals. You wouldn’t proceed …

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