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/

Estate Planning challenges for blended families:

Blended families, which often include stepchildren, biological children, and children from new marriages, present unique estate planning challenges. Without careful structuring, unintended consequences can arise. Ensuring fairness, preventing disputes, and protecting the financial well-being of all family members requires thoughtful planning.

Read More https://stonewealthmanagement.co.za/estate-planning-challenges-for-blended-families/

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/

May the blessings of Christmas bring peace, health and prosperity to you and your family.

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/

From all of us at Stone Wealth Management, may this festive season be filled with peace, joy, and treasured moments with your loved ones.

To be a succesful investor requires patience. Our role as Financial Planners is to help you remain absolutely focused on your long term investment strategy so that you can achieve your goals and objectives.

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

Navigating offshore investments can be challenging, especially when dealing with residency changes or having children living abroad.

We offer specialized solutions, ensuring you have expert guidance, because when it comes to your investments, it's all about making informed decisions that truly fit your unique situation.

https://stonewealthmanagement.co.za/

Stone Wealth Management is an authorised Financial Service Provider with license number 29494

Inflation is one of the biggest threats facing retired investors and should be taken seriously.
Every long-term investor's goal should be to beat inflation, and achieving this requires having the right asset allocation.

Read more https://stonewealthmanagement.co.za/inflation-and-the-importance-of-investing-for-growth/

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/