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Money 
Matters

Issue 36 
img The ‘Sandwich’ Generation
img

Cash trending towards trash

img Economic & Market Overview
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As SA continues its lockdown, creating an economy that is under increasing pressure, we at Stone Wealth Management continue to have a positive outlook on our client’s financial futures.
By the time July 1st had rolled around, South Africa had been in Lockdown for 97 days! As a result, our economy is under great pressure and many people are feeling very anxious. Please remember that the Stone Wealth Management team is always happy to chat to you if you’re feeling fearful about your finances and what the future might hold for you.
THE ‘SANDWICH’ GENERATION
8 practical tips for coping

 
BY LINDA STONIER: STONE WEALTH MANAGEMENT CEO & HEAD OF ADVICE
If you’re aged 40 to 60, you may be part of what’s known as the ‘Sandwich Generation’, caught between two generations and obliged to provide for both - bringing up your children, while also supporting your aging parents. 

The term was first coined in 1981 by social worker Dorothy Miller, to describe women in their 30s to 40s who were “sandwiched” between young children and aging parents as their primary caregiver1. Today the term is still relevant, but things have changed, and it now encompasses men and women, and a different age range.
 
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“If you don’t care for yourself, you can’t properly care for anyone else”
LINDA STONIER
A quick lockdown upgrade
Have a look at what we have been doing to improve our office space,
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CASH TRENDING TOWARDS TRASH

BY PAUL HUTCHINSON
SALES MANAGER: NINETY ONE (PREVIOUSLY INVESTEC ASSET MANAGEMENT)

During the mid to late 2000’s and then more recently from January 2015 to date, South African investors could invest in the money market and earn an attractive real return with little risk to their capital. The more recent period of positive real money market returns coincided with a period of disappointing returns from growth assets (equities and property), with the result that more and more investors have switched their growth asset exposure to cash. This action has only accelerated post the recent equity market collapse.

Let's have a look beyond the perceived safety of money market funds and what we should consider for financial security in the long term. 

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“look beyond the perceived safety of money market funds.”
Many components of inflation (electricity, health costs, education and petrol) have increased by more than the return achieved by the average money market fund
QUARTER 2, 2020
Economic and
Market Overview
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Contact us at 031-832-4555admin@stonewm.co.za, or drop your feedback into the box in reception.
68 Old Main Rd, Kloof