Category: MARKET

We spend most of our time having conversations with people who are 40+ about saving for retirement. However, the language […]

In a recent podcast on the Allan Gray Podcast with Dan Brocklemank, head of Orbis UK, he reflected on how […]

So many things have changed in the last four decades, and yet so much has stayed the same. Financial planning […]

As 22seven recently published on medium.com, “Always think twice before you buy something on credit or take out a loan.” […]

A balloon payment (also called a residual value) is quite simply an amount of money that is still due after […]

Typically, inflation and interest rates are in an “inverse” relationship: When rates are low, inflation tends to rise. And when […]

At the end of any retirement planning conversation, we should always end with how our plan is unique to our […]

Here’s the thing about financial planning: we don’t plan out of fear; we plan so that we can extend our […]

No one likes to plan for a time when we might not have enough money to make ends meet. Often, […]

We often think of things like stocks, bonds, mutual funds, annuities and assets as investments. But, investments are a broad […]