Blog

/Blog/

Some things never age

An introduction by Allan Duff. Welcome. Some things never age, but I’ve written that elsewhere.  Because it is true then some things need repeating and we all need reminding.  The articles you find here shall be old and forever pertinent, new and meant to stay pertinent. Some articles might need courage to read, they may [...]

Balancing risk and reward

Note by Allan Duff: Is it wise to avoid risk? Probably not, but considering the measure of risk is important. Have a listen to some very good thoughts. Thanks to Moneyweb for the below. ---   ---   --- In reality, the return you receive is always a reward for the risk you take. Patrick Cairns  Moneyweb  [...]

The position and rights of trust beneficiaries

Note by Allan: This article clearly speaks for itself. The message must be well understood prior to setting up a trust. Remember to consult with a registered Independent Financial Advisor (IFA)(an estate planner) before registering a trust. Make wise use of your professional consultants. The accountant, tax practitioner, lawyer and the IFA are not in [...]

Why it’s important to appoint an independent trustee

Note by Allan: It is my fervent wish the licenced Independent Financial Advisor is consulted more frequently. The number of times I come across badly designed trust documents is all too frequent. We are not lawyers, usually, but we do know about estate planning and allied structures to estate planning. A short consultation before the [...]

The trouble with switching

Note by Allan: It is always a pleasure being presented to by Mthobisi. He knows his subject very well and conveys it with a sharp humour. Thanks to Allan Gray and MoneyMarketing for the article. It has a serious warning to the message. ---   ---   --- by MoneyMarketing on March 6, 2019 Mthobisi Mthimkhulu, team leader in the [...]

Et tu, Toaster?

Note by Allan: As the age of overload continues we learn more and more personal aid items are gathering our private movements and habits to send on to places unknown to us; they call it the cloud. Some twenty years ago I collected my car from the dealer after a routine service. I was informed [...]

The (Mental) Cycle to Success in Investing

I came across this on Twitter's #Charts and thought it is a refreshing change to the usual Doomsday version. This is about investor winners instead. Allan.

Beware correct taxation treatment – Little slip-ups might cost you dearly

ANOTHER most enlightening article from one of my favourite publications, MONEYWEB. Well written, to the point this is an article that may guard you from incorrect taxation. Amanda Visser makes it clear. Be aware of correct tax treatment of severance benefits New Sars form makes a distinction between voluntary and involuntary retrenchment. Amanda Visser /  [...]

Binary Options : Jargon/Term busting

What are binary options? An investment or gamble? It is a kind of option; a simple two way option. An option where you put down money to make a fixed return when and if the option expires ‘in the money’. Or lose your money, the entire amount, if the option expires ‘out the money’. In [...]

What Bottom-Up Investing Is About (more jargon?)

Ingé Lamprecht is worth the read on most days, I suggest. I attended the presentation to which she refers in the article, so just how lazy might I be allowing Ingé to report?  It's I hope she has some benefit from this post. Allan. Copied here with an overall permission from the authoress. The bottom [...]

Places I Have and Have Not Been, Sometimes For The Fun

I have been in many places, but I've never been in Cahoots. Apparently, you can't go alone. You have to be in Cahoots with someone. I've also never been in Cognito. I hear no one recognizes you there. I have, however, been in Sane. They don't have an airport; you have to be driven there. [...]