02/06/2015
June 2015 Investment Feedback available.
Thank you to our clients for all the positive feedback.
Cumulus Wealth Management : Cumulus
Cumulus Wealth Management was established with the primary function of providing financial advice and solutions to individual clients. We strive therein to partner with each client in our quest to financial freedom as we go through all the different financial stages we all have to face during our li…
05/08/2014
Putting things into perspective, is what we do....
See our monthly investment feedback.
Cumulus Monthly Feedback – August 2014 : Cumulus
Similar then to it being unrealistic to expect the same kind of performance from our athletes in the Olympic Games (now including all the bigger countries as well), it would be dangerous to also expect the same kind of returns on our investment markets from the current base.
01/07/2014
Halfway into 2014, World Cup soccer, memories of how we as a nation united 4 years ago, this month's newsletter a discussion of the 2008 market crash.
Cumulus Monthly Feedback – July 2014 : Cumulus
It is hard to believe that we’ve already reached the second half of the year. It has already been four years since we hosted the historic first FIFA Soccer World Cup on the African continent and already a distant memory. While this event was by most accounts a huge success, it was also the first tim…
04/06/2014
Review on markets for June 2014, please find our latest Investment feedback on our website.
Cumulus Monthly Feedback – June 2014 : Cumulus
The long and the short of it is that the action of a financial advisor always considers the following desired outcomes of the advice process: Outcome 1: Customers are confident that they are dealing with firms where the fair treatment of customers is central to the firm?s culture.
08/05/2014
Investment feedback for May 2014. Workers Day month and Voting for SA's future done and dusted, waiting for the results....
Cumulus Monthly Feedback – May 2014 : Cumulus
In the late nineteenth century, the USA working class was in constant struggle to gain the 8-hour work day. Working conditions were severe and it was quite common to work 10 to 16 hour days in unsafe conditions. At its national convention, held in 1884, the Federation of Organised Trades and Labour…
01/04/2014
April feedback - not a April fools joke!
Cumulus Monthly Feedback – April 2014 : Cumulus
Cumulus Monthly Feedback The Easter bunny has become a prominent symbol of one of Christianity’s most important holidays. While the exact origins of this are unclear, it is believed that it represents a symbol of fertility and new life – rabbits known to be prolific procreators. Brought by Germans t...
07/03/2014
This month's "bougette" on investment feedback
Cumulus Monthly Feedback – March 2014 : Cumulus
The origins of the word Budget lie in the term “bougette” – the Latin word for the bag or wallet in which documents or money could be kept. By the early 18th century, officials of the King of the British monarchy delivered his plans on how to spend the money that Parliament would allocate. These pla...
04/02/2014
Our monthly investment feedback - quick look at the how the markets are performing & some retirement matters and fees
Cumulus Monthly Feedback – February 2014 : Cumulus
Day are not clear but many sources believe that it stems from the story of St Valentine, a Roman priest who was martyred on or around February 14 in the year 270 CE.
06/01/2014
Looking forward to 2014 !! All the best and may the markets perform very well this year!
MONTHLY FEEDBACK – JANUARY 2014 : Cumulus
In 46BC the Roman emperor Julius Caesar first established January 1 as New Year’s day. Janus was the Roman god of doors and gates and had two faces – one looking forward and one looking back. Caesar thought it appropriate that the month named after this god (January) should also be the “door” to the...