by David Case | Feb 2, 2026 | Articles, Financial View
TAX SEASON 2026 – MAXIMISING TAX BENEFITS Each February we highlight the same topic, and for good reason. South Africa’s tax year for individuals ends on 28 February, and several powerful tax allowances operate strictly on a “use it or lose it” basis. If you...
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...
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