Latest News From Foord

Investors are often confronted with the conundrum of whether to invest a single lump sum at a specific point in time, or whether to contribute a regular amount to an investment. Mario Schoeman, Client Service Manager at Foord Asset Management, shows that both strategies have merit.

Many studies have proved that over the long term, listed share markets generally outperform other asset classes. An investment strategy constructed solely around this principle, however, is a dangerous gamble. In fact, investors working from the assumption that broader equity markets will always outperform in the long term run the risk of significant loss of capital.

Most investors will know that knotted feeling in the pit of their stomachs that happens every time there is a turn in market sentiment. And perhaps, as happens to many, such a gut reaction immediately prompts another involuntary response – that of, “Quick, I need to get out or get in, buy or sell, change my portfolio, go into cash or bonds… DO SOMETHING!”

As South African taxpayers approach the end of the 2011/2012 tax year on 29 February, retirement annuities (RA's) are being touted as an efficient means of making further provision for retirement whilst reducing current tax liability.

Bob Dylan famously sang that “the times they are a changing”, and this is no less true for the world of wedding nuptials and gift registries.