by Sacks & Associates | Aug 14, 2025 | Monthly Investment Update
INVESTMENT MARKET UPDATE JULY 2025 What developments have unfolded in local and global markets throughout the month of JULY? 30% Tariffs will be imposed on all SA exports to the US, with some exceptions 100,000 Points JSE All Share Index soared to a record high in...
by Sacks & Associates | Jul 17, 2025 | Monthly Investment Update
INVESTMENT MARKET UPDATE JUNE 2025 What developments have unfolded in local and global markets throughout the month of JUNE? 6200 S&P 500 closed the month at record highs 1973 US Dollar experienced its worst first half in more than 50 years 75% Higher Cost of...
by Sacks & Associates | Jun 30, 2025 | blog, LIFESTYLE
Who are you? Who do you want to become? Identity-based financial goals are more powerful than you think. “The goal is not to read a book. The goal is to become a reader,” writes James Clear in his bestseller, Atomic Habits. When it comes to financial planning, we can...
by Sacks & Associates | Jun 23, 2025 | blog, MARKET
Why don’t we always do what’s “best” with our money? Let’s be honest: most of us already know what we’re “supposed” to do with our money. But we don’t do it. Spend less than we earn. Save consistently. Invest for the long term. Avoid unnecessary debt. So why don’t we...
by Sacks & Associates | Jun 16, 2025 | blog, LIFESTYLE
You have a lens, and here’s why it matters… Financial planning is often seen as a numbers game, retirement goals, investment returns, tax efficiency. But beneath the spreadsheets lies something far more personal: our stories, values, and lived experiences. And that’s...
