By allanduff, on December 5th, 2011%
Any down cycle can last longer than we would wish, causing great discomfort at times. ……… Not paying an independent financial advisor a reasonable fee has in all probability been a foolhardy and costly mistake. . . . → Read More: Jumping ship to lose
By allanduff, on November 7th, 2011%
Many people complain about their bonds and car payments, but often their credit card instalments add up to more than their car payments. . . . → Read More: Christmas bonus, or is it year end bonus?
By allanduff, on September 30th, 2011%
“What you need to do is correctly identify your risk profile, create a portfolio appropriate to your risk profile and let it ride out any volatility markets present.” . . . → Read More: The best protection is a plan
By allanduff, on April 14th, 2011%
A WELL PUT debate to a topical and valid question. What appears to be an obvious and easy decision to make may need a rethink, as suggested here. Note: By virtue of the flux in pension status regulations and pending state adminstered fund tmatters addressed in this article may date and become obsolete.
. . . → Read More: SHOULD I MOVE MY RA?
By allanduff, on January 18th, 2011%
The best way to define outperformance when it comes to investing is by way of an example. ……… a fund manager aims to outperform a specific benchmark ……. . . . → Read More: Jargon Buster: Outperformance
By allanduff, on January 14th, 2011%
And other questions you may have on Life Insurance. ……. are calculated using a process called profit testing. This basically involves setting sample premium rates, and projecting the outcome of these rates. . . . → Read More: How are life insurance premiums calculated?
By allanduff, on November 23rd, 2010%
Coment by Allan Duff
NOTICE that even though this short article addresses a single purpose goal, that is higher (spending) income from capital, the methods suggested or pointed out as being available, takes the reader into diversification. Let us never forget diversification is a very usual guard against variations in markets.
First . . . → Read More: How to boost your interest income
By allanduff, on November 22nd, 2010%
From Mail & Guardian On Line
FIONA ZERBST | JOHANNESBURG, SOUTH AFRICA – Nov 10 2010
Taken from Liberty Life’s Blueprint at Breakfast and brought here by Allan Duff
A Reit (pronounced “reet”) is the abbreviation for a Real Estate Investment Trust.
The Reit structure is becoming an international standard . . . → Read More: Jargon buster: Reits
Listed property an underpin for fixed income strategies
Listed property comfortably outperformed bonds, cash and equities on a 12-month view… And over the past nine years (the SA Listed Property index was created in 2003) the asset class has delivered compound average annual returns of some 25%! . . . → Read More: Listed property an underpin for fixed income strategies