Dear Clients, Please find attached the Market overview for June ’24 Summary : The document provides an overview of June including the Market Performance, key economic indicators like Inflation and Interest Rates as well as the Economic Growth and the Labor Market. Summary – Economic and Market Overview: The Federal Reserve in the US kept […]
14
Aug
Aug
Dear client, Please find attached the Market overview for May ’24. The document provides an overview of the economic and market conditions in May 2024, including discussions on Economic and Market Overview, interest rates, Market Indices, Global equity markets, Crypto-currencies, and the stock market performance. Summary : Economic and Market Overview: Central banks are considering […]
14
Aug
Aug
Dear Clients, Please find attached the Market overview for April ’24. The document provides an overview of the economic and market conditions in April 2024, including discussions on inflation, interest rates, politics, trade, and stock market performance. Summary : The US Federal Reserve decided not to change policy rates, focusing on inflation and the economy’s […]
14
Aug
Aug
Dear Clients, Please find attached the Market overview for July ’24 Summary: Economic Growth Expectations: The South African Reserve Bank (SARB) anticipates faster growth supported by improved electricity supply and logistics. SARB maintained the repo rate at 8.25% despite mixed preferences among committee members. Global Interest Rate Changes: The Bank of England reduced rates to […]
31
Jul
Jul
How To Handle Your Investments During This Pandemic May 13, 2020 Goals, Investing, Planning, Saving COVID-19 has brought about many changes, including fluctuations and volatility of the market leaving many people uncertain about their next move, especially with their investments. You might be asking yourself: Will I be okay? How are my investments really impacted? Let’s talk […]
31
Jul
Jul
What is A 401(k) Rollover And How Can It Impact You? Apr 1, 2020 Employee Benefits, Investing, Planning, Retirement, Saving Moving jobs can come with many changes: cleaning out your desk, onboarding and learning a role at your new employer, and adjusting to a different team and office environment. One thing people don’t always think […]
31
Jul
Jul
What You Need To Know About Taxes and Investing Apr 29, 2020 Cash Flow, Income, Investing, Taxes Taxes play an important role in your financial life. Their reach extends far beyond the dreaded April 15 (now July 15th for 2020) date and come into play much more than once per year. Taxes are actually involved […]
31
Jul
Jul
What’s Your “Enough” Number? Feb 5, 2020 Budgeting, Cash Flow, Goals, Planning, Retirement Do you remember the ING commercials that asked consumers: What’s your number? The idea was that everyone has a “number” that defines how much they need to retire. While it’s absolutely true that you need to set clear retirement savings goals for yourself, it’s also […]
31
Jul
Jul
Why it’s Time to Ask For That Raise Feb 19, 2020 Employee Benefits, Human Capital, Income, Retirement If you’ve been a long-time reader of the Workable Wealth blog, you know our team advocates for taking charge of your finances, even when it’s uncomfortable, like asking for a raise. Nobody is as qualified as you to […]
31
Jul
Jul
What’s the Difference Between Saving and Investing? Nov 27, 2019 Budgeting, Cash Flow, Investing, Saving Do you know the difference between saving and investing? In the world of financial planning, the terms “investing” and “saving” are sometimes used interchangeably. The ideas are the same – you’re spending time and energy on setting money aside for […]