Sterling Private Wealth (SA)

Navigating the Wall of Worry In a world filled with market fluctuations and global events, it's easy to get swept away by fear and greed. Our latest insights, kindly prepared by our model portfolio research partners at Fundhouse, reveal that while emotions can drive our decisions, true investment success lies in understanding the fundamentals. Remember, as Benjamin Graham said, "In the short run, the market is a voting machine, but in the long run, it is a weighing machine." Want to learn more about how to stay grounded and make informed investment choices? Read the full PDF below:

Explore the latest Quarterly Market Review, where Analytics Consulting breaks down Q3’s key market drivers and their impact on our portfolios. Watch the vlog here for detailed insights and updates: https://lnkd.in/d93i7q6X

It was a privelege for one of our Founding Directors, Lesley Hohne, to receive this e-mail from a client this past weekend. Celeste and I have been dealing with both you and Lindie for more than 17 years and I would say that it has been neglectful of us not to have spoken out earlier in the following regard.   It has been an absolute pleasure dealing with both of you over this entire period but Lindie’s positive attitude, pleasant demeanour and dedicated client attention stand out every time we deal with her.   Recently we have undertaken quite a major transaction for us and with absolute care and focus Lindie help us through the transaction seamlessly.   Sterling Wealth are extremely fortunate to have Lindie da Silva as a very capable member of a most important team.   Celeste and I thank all at Sterling Wealth for the superior service we have experienced over a considerable period of time.

A wonderful and fun afternoon with highly valued business partners Allan Gray. Close to twenty years of top quality Administration Platform partnership for our clients.

History Rhymes.

Wonderful to have many of our cherished clients join us at the Inanda Club for an insightful and upbeat presentation! It was good to connect again and see so many familiar faces. 22 years into the amazing journey. So much to look forward to still.

Does your Wealth Manager listen? Clear communication and understanding are key in wealth management. In this article, James Guimaraens shares why truly hearing your concerns matters. Read the full piece below:

In today’s financial landscape, your emotional state can significantly impact long-term investment decisions. Graydon Morris explores how mindset and context influence financial choices and offers insights into understanding and managing these effects. #InvestmentDecisions #FinancialMindset #BehavioralFinance #InvestmentStrategy #FinancialAwareness #Privatewealth #Financialadvisor

Happy Woman’s Day to all our valued lady clients, incredible team members and all those who should be clients. Have a wonderful day!!!