Whatever your investment style, ‘remaining diversified is a key metric for long-term portfolio returns and risk mitigation’: Sean Kelly – Paragon Wealth Managers.
Listen to the podcast here: https://www.moneyweb.co.za/moneyweb-podcasts/moneyweb-now/investing-styles-value-vs-growth/
Read the article here: Value vs Growth (article)- Paragon Wealth Managers
Global overview The third quarter delivered a reminder that the biggest surprises do not always come from the riskiest assets. For most of July and August, markets enjoyed a steady summer, supported by strong company earnings and continued enthusiasm for artificial intelligence. In September, the bond market took centre stage. The MSCI World Index fell
Understanding the value of your business Over the years, many clients have asked us: “How do I determine what my company is worth, and who can help me value it?” For a business owner, the answer is often deeply personal. Your company may represent years of hard work, a significant share of your wealth and
The Last Plan You Make for the People You Love A few months ago, a client told me she thought her affairs were “sorted”. She had a will drawn up when she got married, and had been contributing to a retirement annuity since her twenties. It was only when we sat down together that we
The Real Cost of a Two-Pot Withdrawal South Africa’s two-pot retirement system is once again receiving attention following the start of the 2026/27 tax year on 1 March 2026. Retirement-fund members who made a withdrawal during the previous tax year may now be eligible to withdraw again, provided they have at least R2,000 available in
From Momentum to Quality: The Next Phase of the Technology Trade For much of the past year, markets have rewarded momentum. Investors chased the strongest earnings revisions, the highest-beta stocks and almost anything linked to the next major growth theme. Artificial intelligence was the clearest example, with capital flowing into semiconductors, data centres, AI software
Bronwyn joined Parity Wealth Managers in 2026 as a Client Administrator. In her role, she provides dedicated administrative support to clients and her team, helping to ensure a seamless and efficient client experience. She assists with client onboarding, the preparation and processing of documentation, ongoing client servicing, and a range of administrative tasks. Bronwyn also supports foreign exchange transactions and related administration for The FX Desk.
Bronwyn is passionate about learning and continuously developing her skills within the financial services industry. She enjoys being part of a collaborative team that is committed to delivering exceptional client service and looks forward to growing and contributing to the continued success of the business.
Kyle is a seasoned financial professional, boasting over seven years of expertise in global investment markets and comprehensive structuring. He possesses extensive experience in managing South African exchange control regulations. Specializing in devising strategic solutions, Kyle excels at optimizing investment strategies for individuals and families, while also providing efficient structuring solutions that adeptly navigate complex regulatory landscapes.