Having started his Career at Liberty, Stuart went independent in 2007 and opened his own practice. Apart from ample industry experience, he brings a uniquely personal touch to client interactions and is particularly adept at behavioural issues and the psychology of investing.
With the current volatility of the financial markets, many of our clients are approaching us with questions about their investments and their planning. As Private Wealth Specialists we are always happy to engage in these kinds of conversations because we want you to feel confident in our investment process and in your plans for the…
Khali Memani, our latest Team Member at Kanan Wealth has been pondering what it means to look good with regards to being financially savvy. If you lookgood by Khaliphile Memani If you look good, you feel good, and if you feel good you become more productive, attentive and confident. 🙂 Basically you become a good…
“During the mid to late 2000’s, South African investors requiring income could invest in the money market and earn an attractive income with little risk to their capital. By late 2008, short-term interest rates peaked at 12%, while inflation was just over 8%, generating substantial real returns. While this ‘income nirvana’ was coming to an…
“German Re-engineering” The last quarter has seen a number of significant economic events and market shifts, ranging from the US Fed’s decision not to raise interest rates, through to concerns regarding China’s growth rates and the resultant emerging market equity woes. The European economy (and all the issues surrounding Greece and their debt) has been…
Volatility and Investor Behaviour South African investors have been hit from all sides by extreme levels of market volatility this year. This continued in August with volatility in most Global equity markets, including the South African JSE All Share Index which fell almost 10% before recovering to end the month only 3.6% down. One can…
Kanan Wealth – Quarterly Commentary – June 2015
Portfolio Review: The poor performance of the first quarter of 2015 continued into the second quarter, with the portfolio lagging the benchmark All Share Index’s return by around 6%. While the overall market was more subdued over the quarter, the best performing shares were still the most highly rated stocks, albeit different shares from the…
July has been designated ‘Savings Month’ by the Savings Institute of South Africa. It is a good time to reflect on the choice we make between saving and spending; a choice that pits our future needs against what we need and want now. Many of us struggle with this trade-off because it’s difficult to have…
• Anyone earning over R181,900 per year will be taxed by 1% more. • However, there are tools at your disposal to reduce your tax which can mean that you actually pay less tax than before. eg. Medical Aid membership (Medical Tax Credits), contributions to a Retirement Annuity etc • Tax Free savings accounts have…