Data from the US Federal Reserve Bank shows that wealth is shifting slowly from the Baby Boomers and their predecessors, the Silent Generation, to Generation X and the Millennials. However, the worry is that that transfer is happening too slowly, and may point to some trouble ahead, especially for Generation X.
Category: Personal Financial
Common questions financial advisors get asked
Glenda Oosthuizen, wealth manager at GCI Wealth, shares her survey of the questions clients are asking, and provides insight into how to resolve them.
Largest and most educated generation, yet the poorest
The most educated and highest earning workforce that the world has ever seen is accumulating wealth at a frighteningly slow pace.
Financial literacy – Where to start
Managing your money is a skill that benefits you throughout your life, but for beginners, where do you begin?
Four steps to successful investing
Investment success is both art and science, but it is simple to achieve – If you stick to your plan
Love your future self
February - known all around the world as The Month of Love. While February and Valentine’s day is typically spent showering others with love, but the person you really need to shower with love is your future self.
If you don’t know where you’ve come from, you don’t know where you’re going.
In a year that tested us in the most extreme ways, we still managed to endure, and if we look hard enough, there were so many lessons that we were able to take away from it.
You realise you don’t have enough for retirement, now what?
Retirement is the one risk most people forget to take into account.
December downtime on a budget
The pandemic and lockdown have certainly taken a toll on many a budget, so we asked members of the GCI team for some great ideas on how to spend the holidays, while giving your wallet a bit of a holiday too.
How to Avoid the Black Friday Blues
This year, of all years, make Black Friday work for you – rather than the other way around.









