Financial Topics for Review, Discussion & Comment in the Blog

Category: "Risk Management"

Five Top Tax Return Tips

  06/24/12 12:40, by Len, Categories: Announcements, Personal Financial Management, Tax Optimisation, Risk Management, Stress
Source - News Item by justmoney.co.za Next month will see the start of the new tax season, which runs from the 1 July till the 30th November, covering 1 March 2011 to 29 February 2012. Filing your tax return is a cumbersome exercise but there are a few… more »

The Misnomer Called Crisis Fighting

  06/24/12 12:29, by Len, Categories: Announcements, Money Markets, Risk Management, Economics Commentary
Source - Article by Cees Bruggemans - 19th June 2012 Profile: Cees Bruggemans is Chief Economist of First National Bank. Summary: As yet another hysterical headline swam into view (“European leaders heading to G20 summit face mounting pressures to… more »

How Scary Are Municipal Finances?

  08/23/10 09:31, by Len, Categories: Investment Management, Risk Management
Articles by Miriam Sjoblom in Morningstar Fund Spy About the Author: Miriam Sjoblom is an associate director of fund analysis at Morningstar. Summary: "Not as scary as you think, but scary enough to be picky. There's more to muni-credit research… more »

How Expense Ratios and Star Ratings Predict Success

  08/23/10 08:26, by Len, Categories: Personal Financial Management, Investment Management, Retirement Planning, Money Markets, Risk Management, Property Investment
Articles by Russel Kinnel in Morningstar Fund Spy About the Author: Russel Kinnel is Morningstar's director of mutual fund research. He is also the editor of Morningstar FundInvestor, a monthly newsletter dedicated to helping investors pick great… more »

Managing Client Greed

  08/03/10 14:50, by Len, Categories: Announcements, Financial Management, Risk Management
Source: Articles by Graham Earle of BDO Spencer Steward Client Greed: Something that cannot be regulated or controlled, but rather has to be strategically and proactively managed on an ongoing basis. Graham Earle, tax director: BDO Spencer Steward… more »

The secret behind why the rich get richer... and how YOU can too? Part 3

  07/06/10 10:22, by Len, Categories: Financial Management, Personal Financial Management, Investment Management, Retirement Planning, Risk Management, Saving, Happiness
Article by Gary Wilde: CEO Wilde Insights™ in Credit Health This is the last in a 3-part article written by Gary Wilde - behavioural specialist and turnaround expert. Enjoy. > About the Author: Gary is renowned for his ability to get to the root of… more »

The secret behind why the rich get richer... and how YOU can too? Part 2

  07/06/10 10:17, by Len, Categories: Announcements, Financial Management, Personal Financial Management, Investment Management, Retirement Planning, Risk Management, Saving, Happiness
Article by Gary Wilde: CEO Wilde Insights™ in Credit Health This month’s newsletter is the second in a 3-part article written by Gary Wilde - behavioural specialist and turnaround expert. Enjoy. > About the Author: Gary is renowned for his ability to… more »

The World Is Changing

  07/06/10 09:44, by Len, Categories: Risk Management, Change Management
The World Is Changing I believe that the globally co-ordinate efforts of central banks have prevented the global economy from sliding into a depression but we are now certainly in a recession. What has astounded me the most was not how fast this… more »

Just Fired? What To Do Next?

  06/22/10 08:46, by Len, Categories: Personal Financial Management, Budgeting, Risk Management, Stress
Source: Article written by Sarah Stebbins of Womens Health Summary: Being told to pack up your desk is one of life’s harshest blows. These take-control strategies from some of the country’s top career experts will ensure that the road ahead is a… more »

Warning about Foreign Currency Payments - RSA

  06/21/10 10:52, by Len, Categories: Risk Management, Banking
Source: Article by Neesa Moodley-isaacs You should be wary of accepting payment for goods and services in foreign currencies. Not accepting such payments will ensure that you avoid fraud and the risk of contravening the laws that govern the exchange of… more »

SARS May Close Down Dividend Unit Trusts

  02/11/10 06:56, by Len, Categories: Personal Financial Management, Retirement Planning, Tax Optimisation, Risk Management
Source: Article by Leani Wessels - Fin24.com Johannesburg - The South African Revenue Service (Sars) may force some dividend income unit trusts to shut down. This is according to Investec Asset Management deputy MD Thabo Khojane, who told… more »

Property: Make Picket Fences Part of your Portfolio

  01/12/10 08:12, by Len, Categories: Investment Management, Retirement Planning, Risk Management, Saving, Property Investment
Source: Article by Di Seccombe, senior tax consultant at BDO Spencer Steward As a woman your investment portfolio plays a vital role in establishing your financial independence and creating financial freedom in your later years. With everyone from your… more »

Identity Management: Collaborative and Continuous

  01/11/10 07:31, by Len, Categories: Personal Financial Management, Risk Management
Source: Article by Mark Dunn, Director of Risk Management We all like to think of ourselves as individuals – unique, one of a kind. With identity fraud on the increase, however, unless you safeguard your company's financial information religiously,… more »
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