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As regular readers of this blog will know, our approach at Heritage Wealth Partners is to look globally for the best investment opportunities for our clients. Although South Africa has much to offer from a lifestyle perspective, it makes the most sense to give your money a passport. The reality is that the most exciting...

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Terms like “stimulus” and “tapering” are often thrown around in the financial press. Understanding what they mean is helpful, because the past year in the market has been dominated by stimulus and the next couple of years may well be dominated by tapering. Or not, if Fed Chair Jerome Powell never switches the money printer...

Unicorn 1yr

At Heritage Wealth Partners, we are committed to being lifelong students of the markets. There’s always something to learn and there is nothing more enjoyable than an illuminating discussion with market experts. A few weeks ago, we wrote on the topic of China. You can read the full article here. A quick summary is as...

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The topic of emigration probably had a seat at every middle-class and affluent dinner table in the past two weeks. As South Africans watched the news in horror, many would’ve considered emigration for the first time and others would’ve made the decision to pack their bags. For those who have made that final decision, we...

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If anything, the events of the past few weeks have reminded South Africans of the differences between an investment risk and an existential risk. In the week before the protests and looting that horrified all of us, the narrative in the market was dominated by the risks in Chinese tech stocks. Of course, burning warehouses...

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Your portfolio can stay positive in difficult times.   Stay positive, people tell you. On a day-to-day basis, that’s easier said than done. When it comes to your investment portfolio though, there’s a solution that focuses on staying positive regardless of what the markets do. At Heritage Wealth Partners, we focus on purpose-built investment opportunities...