Money Matters April 2025 Lisa and I were fortunate to attend the recent BizNews Conference in Hermanus—an intense, thought-provoking few days that left us both challenged and inspired. From Helen Zille’s stark analysis of South Africa’s place in a shifting global...
Money Matters January 2025 Welcome to our first newsletter of 2025. As the world navigates major global shifts, such as the return of Donald Trump to the White House, many are questioning: is this the beginning of a brighter era or the onset of turbulent times? South...
Money Matters November 2024 This has been a great quarter with much to celebrate—from the Rugby Championship win and recent cricket successes to the welcome pause in load shedding. Adding to this, recent interest rate cuts have fueled strong market performance,...
Money Matters August 2024 The mood is definitely lighter. After a controversial kick-off from France's Olympic opening ceremony, we're eager to see the best teams and athletes rise to the occasion as we witness this global celebration of talent and dedication. South...
Money MattersIssue 51 April 2024 As political parties (like chameleons) deftly adjust their strategies to match the shifting tides, Stone Wealth Management remains steadfast in our unwavering commitment to advising clients to stay the course with their investment...
Money Matters January 2024 As we gear up for the eventful year ahead, the atmosphere is tense with anticipation and uncertainty. South Africa is on the brink of its most pivotal election since 1994, while the United States is set for a familiar face-off between Biden...
Money MattersIssue 49 Oct 2023 Please ignore the previous newsletter. We note that there was a glitch with the links to the full articles. This has been corrected below. Amidst the deluge of headlines, spanning from war-torn regions like Russia/Ukraine and Israel/Gaza...
Money MattersIssue 48 July 2023 In this edition of our newsletter, we delve into some of the pressing issues that have been making us South Africans uncomfortable, particularly in relation to USA, Russia and South Africa. There is a growing recognition of the need to...
Money MattersIssue 47 April 2023 Have you ever found yourself overly focused on the exchange rate when investing offshore? Many South African investors tend to spend a significant amount of time trying to predict the direction of the currency, even though it may...
Money MattersIssue 46 December 2022 / January 2023 We all want to be well informed yet in today's world of information overload, this can be simply overwhelming. We hope to make it easier for you to discern what is interesting and important from what is simply ‘noise’...
Money MattersIssue 45 October 2022 / November 2022 Avoid making your investment portfolio your hobby - doing so will be detrimental to your long-term outcome. We have seen many examples of clients who ‘stalk’ their investment values. This can be true for certain...
Money Matters Issue 44 June 2022 / July 2022 Markets and investors have had it tough in the first half of the year. With central banks across the world fighting inflation, global equity and bond markets have been under severe pressure. The S&P has suffered its...
Money MattersIssue 43 March 2022 / April 2022 We at Stone Wealth Management are deeply saddened by the loss of life and absolute devastation caused by the recent floods in KZN and parts of the Eastern Cape. Our thoughts are with all those, especially the people of...
Money MattersIssue 42 December 2021 / January 2022 Maybe it's just me, but when it comes to climate change, I feel compelled to stick my head into the proverbial hole as the issues appear intractable, depressing and so much beyond my sphere of influence. The repeated...
Money MattersIssue 41 September/October 2021 Here at Stone Wealth Management, we field questions on a daily basis on various aspects of financial planning, but there are two issues that seem to surface repeatedly. Firstly, we are often approached by clients where a...
Money MattersIssue 40 July/August 2021 When preparing this Newsletter in June, things were looking pretty upbeat. As Pieter Koekemoer of Coronation Asset Management put it, the global economy is booming as lockdowns began to ease. South Africa recorded its best terms...
Money Matters Issue 39 March/April 2021 As we grieve the loss of normalcy, what impact does this have on our mental health? More than a year later, economists and asset managers around the world are attempting to figure out the impact of the Covid pandemic on...
Money MattersIssue 38 February 2021 As SA continues its lockdown, creating an economy that is under increasing pressure, we at Stone Wealth Management continue to have a positive outlook on our client’s financial futures. Well here we are in a new year, and it feels...
Money MattersIssue 37 November 2020 We continue to wonder when and where this will all end. But we must remain resolute, patient and disciplined, whilst we help you navigate through this crisis with peace of mind. This year has flown by and has certainly been full of...