Stone Wealth Management

Cost of constantly preparing for a crash

With equity markets sitting near all-time highs, some investors may feel uneasy.
For clients who have recently entered the market, the concern is often, “What if a correction is around the corner?” For those who have been invested for longer, should they “bank profits” and wait for a better entry point?

History shows that acting on fears is often more harmful.

Read More https://stonewealthmanagement.co.za/constantly-preparing-for-a-crash/

Following a recent attempted cyber-fraud incident involving one of our clients, we revisit this important topic using a real example.
While we have extensive safeguards in place to protect our systems, fraudsters may still compromise a client’s personal email account and send messages that appear legitimate. Your personal email security is critical, and we outline practical steps to help you.

Read More

https://stonewealthmanagement.co.za/warning-recent-incident-cyberfraud-is-evolving/

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 order to Rob Hersov who didn’t hold back. RW Johnson, Neil de Beer and others offered sharp, insights into the state of our politics and economy.
We aim to keep you informed and a step ahead.
Read more https://stonewealthmanagement.co.za/newsletters/

Seeing the Bigger Picture: Your Wealth Deserves a Comprehensive Approach

We fit all the financial pieces together by leveraging a multidisciplinary team of trained professionals—including CFPs, accountants, and attorneys to better assess, organize, and maximize your assets.

Learn more https://stonewealthmanagement.co.za/