by Tessa Lefrere | Oct 1, 2021 | Uncategorized
Those of you who know me, are aware of my love for the great outdoors, especially when it comes to roaming those magnificent mountains – be it on foot or on my mountain bike. It’s why the below article from Morningstar resonated with me, likening investing to sports....
by Tessa Lefrere | Aug 1, 2021 | Uncategorized
National Women’s Day encourages us to reflect on all that we have achieved over the past century, and we have a lot to be proud of. In 2021, there are significantly more female leaders at the helm of Fortune 500 companies as well as at the highest levels of government...
by Tessa Lefrere | Jun 1, 2021 | Uncategorized
A little more than a year ago, global equity markets had fallen off a cliff. Now, markets are celebrating all-time highs, with investors benefiting from liquidity tailwinds. Normally, when crashes of this magnitude occur, markets take years to recover. This time...
by Tessa Lefrere | Apr 1, 2021 | Uncategorized
“To those of you who listened to Ninety One’s Jeremy Gardiner in our latest webinar recently (19th March 2021), you would have experienced first-hand how he manages to articulate complex information in such a way that we want to hear more. In the link below,...
by Tessa Lefrere | Mar 1, 2021 | Uncategorized
According to research by Investment Trends, the average advisor spends more than seven hours producing a financial plan and suitability report. This excludes the time required for responsibilities such as setting an appropriate asset allocation, constructing a...