Week in Review: Recession Fears Fade

Global equity markets extended their recent gains, with positive signs of progress on trade negotiations, better-than-expected U.S. corporate earnings, helping to soothe recession fears and boost investor confidence. With roughly 90% of S&P 500 companies having reported results, the third-quarter earnings season is near its end.  Approximately 75% of companies have exceeded consensus earnings expectations,…

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Week in Review: Global Equities Grind Higher

U.S. stocks posted solid gains, closing near record highs. Earnings continue to drive market action, with third-quarter results so far coming in better than feared. Technology, communications services and financial stocks powered the rally. Of the roughly 40% of the companies in the S&P 500 that have reported so far, 80% of them had results…

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Week in Review: Partial Trade Deal Reached

After 18 months of trade warring, the U.S. and China have agreed to try to agree to a truce that might lead to a longer-term agreement. The partial agreement will see the U.S. suspend its next tariff hike on Chinese imports after two days of trade talks in Washington. Main points of the agreement include:…

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Entrepreneurs should approach their personal financial and wealth plan the same way they plan a business venture

Entrepreneur & Personal Wealth Management - Carrick Wealth

Entrepreneurs are not risk takers, they only take calculated risks. There’s a big difference, says Leonard C. Green, entrepreneur, author and teacher at Babson College, rated the top US business school for teaching entrepreneurs. With a business and financial plan in hand, they are also strongly focused on making the venture work, taking calculated risks,…

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Carrick Wealth announces new Family Office providing niche service to the ultra-wealthy

Mike Fannin, Managing Director: Family Office

Cape Town, Tuesday, 12 July 2018 – Carrick Wealth is proud to announce another benchmark-setting addition to its portfolio of bespoke financial advisory and management services. The establishment of a Family Office will cater to the unique needs of ultra-high net worth individuals that wish to take advantage of more effective offshore structured offerings available…

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Carrick Wealth capitalises on complementary strengths

Mike Potts & Greg Stockton - Carrick Wealth

Cape Town, Wednesday, 03 July 2018 — Carrick Wealth announced the promotion of Mike Potts and Greg Stockton to the positions of Joint Managing Directors, a move seen as utilising their complementary strengths. The appointment is effective immediately. Carrick Wealth Chief Executive Officer Craig Featherby said the appointments would hasten the company’s growth and expansion.…

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