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RWM CELEBRATES TWENTY YEARS OF WEALTH MANAGEMENT EXCELLENCE
Resolute Wealth Management is officially celebrating it’s 20-year anniversary. Back in 1997, I was fortunate enough to be given the opportunity to join a leading and established wealth management firm where I had the opportunity to learn about the industry, personal...
Register to attend RWM Wealth Tour JHB 24 April 2024
RWM Celebrates 20 Years of Wealth Investment Excellence We are thrilled to announce that Resolute Wealth Management (RWM) is celebrating its 20th anniversary this year and to mark this milestone, we are planning our Wealth Tour and 20th Birthday celebration for the...
A MESSAGE FROM THE FOUNDER
https://resolutewealth.co.za/wp-content/uploads/2023/12/Year-End-Letter-2023-4_compressed-1.pdfDear valued investor, This year has been a challenging year in the world of geopolitics, with two wars raging and global tension at its highest since the Cold War. Markets have also shown their thorny side with stubborn inflation and sky-high interest rates. We have...
A FINAL WORD ON THE YEAR THAT WAS
Hi All We’re into the last push for the year, and what a year it’s been (yet again!). Sentiment and Santa seem set on gliding us onwards and upwards into the year-end, as equity and bond markets had a stellar November. Notably, US stocks finished out their best month...
THE MORE THINGS CHANGE, THE MORE THEY STAY THE SAME!
BHI Ponzi: R3 billion (2008 - 2023) Sadly, once again investors have fallen foul of a Ponzi scheme. Craig Warriner of BHI Trust recently handed himself over to the police for alleged fraud and confessed that he is guilty of all charges that will be brought against him...
COULD THE TIDE BE TURNING?
It has been a tough year across the planet, but particularly for South Africans. However, things feel a little better now, and it’s not just because of the rugby. Despite sticky inflation globally, sky-high interest rates, a prolonged economic downturn and two tragic...
A TRAIL RUNNER’S PERSPECTIVE: NAVIGATING THE MARKET TERRAIN
Vast landscapes out in nature are magnificent from the viewpoints, with a peaceful quality about them, but when we’re actually in those valleys, despite their sheer beauty, the reality isn’t what we expected. Those very valleys, however, cut by rivers, rocks, dense...
CRYPTO SCAMS DOING THE ROUNDS. BE AWARE, BE WARNED.
The world has gone through a lot over the last 2 years. We have come off a global pandemic which hit economies hard. The war in Ukraine has hit consumers hard because of the commodity driven countries that are at war, causing inflation. To top that off the middle east...
THE RAND HAS BEEN LOSING VALUE AGAINST INTERNATIONAL CURRENCIES YEAR AFTER YEAR SINCE THE 1970S
Image Source: Blueshot Getty Images Different factors have contributed to the gradual decline over the decades, but it is largely due to the fact that SA’s inflation rate is usually well above those of our main trading partners. Having said that emerging markets have...
ARE YOU A KEY PERSON IN THE BUSINESS? BUSINESS INSURANCE NEEDS, PART 2
As a business owner, you understand the importance of having the right resources in place to ensure that your business functions smoothly, things happen and that you can meet your financial obligations. No doubt you’ve worked hard to get the right talent in place, the...
THE EUROPEAN UNION IS SHIFTING AND TAKING ON FUTURE RISKS. IS THE REWARD PEACE?
We don’t have to cast our minds back too far to understand that Europe has been through a very challenging last few years both politically, socially and economically. Politically, like many countries in “the west” they are fighting ideological battles along...
RETHINKING GLOBAL INVESTING. A SOMEWHAT COMPLICATED YET FASCINATING PUZZLE TO SOLVE
With equities no longer the only game in town and free money perhaps something of the past, asset allocation has become so much more complicated and a somewhat fascinating puzzle to solve. With the dislocation present in equity markets from a regional as well as...
RESOLUTE WEALTH PORTFOLIO FEE REDUCTION ON THE ALLAN GRAY PLATFORM
When providing good, independent advice to our clients, it is always important to ensure that we achieve the required long-term returns according to the respective portfolios invested in, but it is equally important to ensure that the total fees our clients pay on an...
TAX IMPLICATIONS ON TAX FREE TRANSFERS
Tax-free savings accounts (TFSAs) were introduced in 2015 to encourage individual’s resident in SA to save more. The growth and income received on a TFSA investment are tax free. This means you are not liable for any capital gains tax or tax on the dividends and...
A BUSINESS BUY-SELL AGREEMENT IS NOT ALWAYS IN PLACE FOR SEVERAL REASONS.
Cost: Drafting a buy-sell agreement could involve legal and financial fees. Smaller businesses or startups with limited resources might choose to forego this expense initially. Also, the uncertainty on how the buyer will finance the purchase of the shares. Image...
EMPLOYEE RETENTION AND SECURITY
As a small business owner, we know you are busy with endless tasks and don’t always have time to consider what comes after retirement for you or your staff. For several reasons, pension funds and retirement plans are essential for small businesses, and entrepreneurs....
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