Retirement Annuities - Not A Tax Haven As Some May Think

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.

Unit Trusts - The New "Must Have" On Any Wedding Registry

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.

Christmas Bonus - Don't Blow It, Grow It!

Many people who are lucky enough to receive a 13th cheque at the end of the year will start to think about spending it on luxury items, splurging on those things that are normally unaffordable. For others, this end-of-year windfall offers an opportunity to tackle things put off for months due to a lack of funds – whether it is household maintenance, replacing old appliances or repairing a vehicle.

Foord Turns 30

This month Foord celebrates a major milestone – our thirty year anniversary. The company was founded in October 1981 by a 28-year-old Dave Foord together with Liston Meintjes. Both known for calling a spade a spade, they named the company simply Foord & Meintjes.

Algorithmic Trading Is Anti-Investing

No doubt, recent turbulence in global markets has many investors asking why and how such volatility can arise. Answers to these questions are often replete with trite references to sentiment and behaviour. Indeed, these answers may offer partial explanations. However, as technology and artificial intelligence infuses more and more aspects of our lives, it reveals itself in a potentially insidious way in the markets.

Wealth Preservation - Beating The Evils Of Inflation

Currently, the consensus in the market is that inflation has troughed. Expectations are that higher commodity prices and surges in certain administered costs and taxes will cause the domestic inflation rate to rise – with an increase from the current 4% towards the 6% upper end of the inflation target, or higher. Simply put, inflation means that incomes have to grow much faster than outlays in order to maintain a constant standard of living.

Skills Shortage In SA In Financial Sector Being Addressed At Grass Roots

The continuing skills shortages experienced in SA, particularly in the financial and wealth management sectors, has seen many organisations battling to recruit suitable employees with the right qualifications and skills.

Foord Asset Management: New Board Appointments

Foord Asset Management has appointed Mike Soekoe and William Fraser to the board of directors of the company’s unit trust subsidiary, Foord Unit Trusts.

Top General Equity Unit Trust In 2020 - Credit Given To Multi-Counsellor Approach

Morningstar reports that the Foord Equity Fund was ranked as the top General Equity unit trust in 2010. The fund was also the top fund of the 99 funds listed in the General Equity, Growth and Value sectors.

Private Client Investing - One Size Does Not Fit All

It goes without saying that all investors want to be assured of only the best service and knowledge when it comes to the decision of whom to trust for financial advice and investment assistance. So how does one choose between using a multi-disciplinary service organisation – a ‘one-stop shop’ - such as an investment bank, versus the services offered by a specialist investment management business.