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Dec 23, 2024
The start of a new year is a time for renewal, reflection, and fresh focus. It’s a season brimming with possibility, offering a chance to reset and realign your goals and mindset. Among the most transformative shifts you can make is embracing an abundance mindset—a belief that opportunities and resources are limitless, and that growth and success are always within reach. As you step into the new year, cultivating this perspective can unlock untapped potential and set the stage for a year of achievement and fulfillment. This perspective empowers individuals to focus on possibilities rather than limitations, fostering growth and resilience...
Dec 16, 2024
As the year comes to a close and the festive spirit fills the air, it’s the perfect time to reflect on your financial goals and chart a course for 2025 and beyond. Much like preparing for the holidays, planning your finances requires thoughtfulness, balance, and a touch of cheer. Here are four key questions to guide your financial strategy, infused with Jamaican wisdom to inspire and uplift your plans:
- What Are Your Primary Financial Goals for the Next 5-10 Years?
The foundation of any financial plan lies in clearly defining your objectives. Are you saving for retirement, buying a home, building generational wealth, or funding your...
The season of giving often centers around toys, gadgets, and other material items. While these gifts bring joy and excitement in the short term, there’s an alternative that can provide long-term value: financial gifts that grow over time. This year, Parents, grandparents, and godparents...
Dec 09, 2024
I have always wanted to experience Thanksgiving in the United States. The aspect that most appeals to me is not the feast, which is no surprise since I am not much of a foodie. Instead, I am most drawn to the “feeling” around Thanksgiving. As an outsider looking in, the “event” exudes...
Dec 02, 2024
Tis the season to be jolly and hopefully still be financially savvy. As the Holiday season fast approaches with 5 weekends to the most wonderful time of the year many people are eyeing their funds and trying to figure out if they are going to be a mean one like Mr. Grinch or jolly like St...
Nov 25, 2024
The implications of a second Trump presidency could significantly shape the U.S. economy, the global economy, financial markets, and financial assets. Investors and policymakers are bracing for potential shifts in fiscal and monetary policy, as well as broader economic trends that are...
Nov 18, 2024
When life changes, money inevitably changes too. Major life events often prompt reevaluating financial priorities, strategies, and habits. Understanding the intersection of life transitions and financial adjustments is crucial for maintaining financial health and achieving long-term goals...
Nov 11, 2024
Client Profile:
Jamie Bond, a 50-year-old investor, is soon to receive the principal from his maturing NROCC bond, which had been his cornerstone investment over the past decade. Looking ahead, Jamie consults with his investment advisor to create a forward-thinking strategy that will...
Nov 04, 2024
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