by David Case | Jan 2, 2026 | Articles, Financial View
ONE FINANCIAL GOAL FOR 2026: BE BETTER OFF THAN YOU WERE IN 2025 As the calendar flips to a new year, many of us start thinking about resolutions – eat healthier, exercise more, learn a new skill. But what about your financial health? If you’re looking for one...
by David Case | Dec 1, 2025 | Articles, Financial View
WHY LOWER INTEREST RATES BENEFIT SOUTH AFRICAN CONSUMERS AND LONG-TERM INVESTORS South Africa’s monetary policy has entered a new era of lower interest rates, with the repo rate recently cut to 6.75% as inflation trends toward the 3% target. This shift offers...
by David Case | Nov 3, 2025 | Articles, Financial View
THE PSYCHOLOGY OF FOMO AND INVESTING IN A RALLY As equity markets around the globe surge, the mood among investors often shifts from cautious optimism to euphoric urgency. Headlines trumpet record highs, social media buzzes with success stories, and suddenly, everyone...
by David Case | Oct 1, 2025 | Articles, Financial View
THE POOR STATE OF MUNICIPAL FINANCES IN SOUTH AFRICA Whether you live in a bustling city or a quiet rural town, many South Africans have witnessed the steady decline of local infrastructure and service delivery over the past decade. A significant contributor to this...
by David Case | Sep 1, 2025 | Articles, Financial View
THE HIDDEN COST OF CONSTANTLY CHANGING YOUR INVESTMENT PORTFOLIO In the world of investing, portfolio changes often masquerades as progress. The allure of tweaking, shifting, and rebalancing a portfolio can feel like active stewardship, a sign of engagement and...
by David Case | Aug 1, 2025 | Articles, Financial View
ARE WOMEN THE KEY TO UNLOCKING SOUTH AFRICA’S ECONOMIC GROWTH? Every August, South Africa celebrates Women’s Month to honour the historic 1956 Black Sash Women’s March, when more than 20,000 women of all races and backgrounds marched to the Union Buildings...
by David Case | Jul 1, 2025 | Articles, Financial View
THE RULE OF 72: A SIMPLE SHORTCUT TO SMARTER FINANCIAL PLANNING In the world of finance, where complex formulas and jargon often dominate, the Rule of 72 is one of our favourites and stands out as a refreshingly simple yet powerful tool. Whether you’re a...
by David Case | Jun 2, 2025 | Articles, Financial View
BLACK ECONOMIC EMPOWERMENT IN SOUTH AFRICA: A HISTORY OF AMBITION AND SHORTCOMINGS Since the end of apartheid in 1994, South Africa has faced the daunting challenge of addressing economic disparities between racial groups. Black Economic Empowerment (BEE) was...
by David Case | May 2, 2025 | Articles, Financial View
LOOKING THROUGH STOCK MARKET VOLATILITY Recently, if you had exposure to local and global markets, it has been stressful to be an investor. Extreme stock market volatility as a result of a mixture of economic uncertainty, trade tariffs, and investor swings in...
by David Case | Apr 1, 2025 | Articles, Financial View
HAVE YOU CONSIDERED BUSINESS ASSURANCE South Africa is a nation full of entrepreneurs. We like to view ourselves as being resilient and globally we are often identified as a hard-working bunch of people. The combination of these two means that we often identify...
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