Blogs

Expert Financial Updates

Featured

Retiring Your Home After You Retire

For many, the family home represents decades of memories, raising children, hosting gatherings, and building a life. But as the years pass and circumstances change, particularly when children have migrated…

2024-06-03

Seize the Moment: Capitalize on Higher Interest Rates Now

The “Higher interest rates for longer” phenomenon in the US has created a brief window of opportunity for investors to...

2024-05-27

Common Investment Biases: How to Recognize and Overcome Them

As individuals, we all have certain biases and beliefs. They stem from different sources and profoundly impact how we think...

2024-05-20

Perfect prices and timing

In the dynamic world of investing, arming yourself with current and factual information is key. Investors sometimes fall in the...

2024-05-13

What to Expect When a Bond Defaults

Key Takeaways: A bond default does not always mean total loss; recovery is often possible through restructuring or assets. Most...

2024-05-06

Is 2024 Still the Year for Fed Rate Cuts, and What’s the Implication for Bond Investors?

As the global economic landscape continues to evolve, investors are closely scrutinizing the trajectory of U.S. Federal Reserve (Fed) policy...

2024-04-29

Mastering the 5 W’s of Investing

In the world of investing, understanding the fundamental principles behind the “5 W’s” can serve as a compass, guiding both...

2024-04-22

Your Pension is not enough!

Each month, thousands of Jamaicans contribute 5%, 10% and as much as 20% of their monthly salary to a pension...

2024-04-15

Securing Your Legacy V: Key Lessons on Estate Planning

As I wrap up my article series “Securing Your Legacy,” we look back on the journey we’ve shared. Throughout the...

2024-04-08

Boosting Your Financial Skills

“Bad luck”, “Jinxed”, “Silly”, are adjectives’ some clients have used to describe themselves when speaking to me in our initial...

2024-04-02

Protect your investments!

A very important, but often overlooked aspect of investing and wealth creation is protecting and preserving your investments. Generally, we...

2024-03-25

Be Protected: Know Your Covenants

In the world of bond investing, risk mitigation is critical, hence bond covenants serve as important safeguards of investor interests....

2024-03-18

Securing Your Legacy IV: Estate Planning Lessons from Bob Marley’s Life and Legacy

Last week our team watched the Bob Marley One Love movie, as a part of a staff movie night that...

2024-03-11

Are Women Better Investors than Men?

While it’s important to note that individual investment strategies vary widely and should not be generalized based on gender, there...

2024-03-04

Harnessing the power of compound interest

Albert Einstein allegedly called compound interest the 8th wonder of the world. In the realm of personal finance, few concepts...

2024-02-26

Securing Your Legacy Part III: “Where there is a Will, there is a Transfer of Wealth”.

Throughout my article series entitled, “Securing Your Legacy,” we’ve explored the importance of estate planning in wealth creation, having the...

2024-02-19

Positioning your portfolio for changing interest rates

Throughout 2023 fixed income investors who were brave and had excess liquidity were able to take advantage of opportunities that...

2024-02-12

Comparative Analysis of Global Bonds vs. Real Estate Investing

Constructing a well-rounded investment portfolio necessitates thoughtful asset allocation decisions. In a Jamaican context, two prominent asset classes that warrant...

2024-02-05

Lower rates, Fret not!

The U.S. Federal Reserve (Fed) held its signal rate unchanged at its policy meeting on January 31st, as expected, but...

2024-01-29

Qualities of a Good Investor: 5 Traits That Matter

Good investors blend patience, discipline, risk management, emotional control, and a long-term plan. They use an investment policy statement to...

2024-01-22

Missing opportunities due to Recency Bias

If you have followed my articles through the years, you may know that my first degree is in Management Studies...

2024-01-15

Bonds: Simplifying Estate Planning for a Seamless Wealth Transfer

Estate planning is a complex task. It becomes significantly more manageable with the strategic inclusion of bonds in the financial...

2024-01-08

Securing Your Legacy II: Financial Goals & the Right Partner

It’s a New Year! -So, get ready to embark on a journey of self-reflection, analysis, and strategic planning. After my...

2023-12-15

Savvy in the Short Term

Every investor’s journey is different. Occasionally an investor may receive a financial windfall, be it an investment maturity, proceeds from...

2023-12-08

Lessons learnt this past year!

As the sun sets on the year 2023 and the new year 2024 peeks over the horizon, we look back...

2023-12-04

Key Considerations When Evaluating a Financial Institution to Invest With

Selecting the right financial institution for your investments is a pivotal decision that requires a thorough evaluation of various factors....

2023-11-27

Weather Proofing Your Portfolio

The last few weeks have been quite traumatic for us Jamaicans, first we were very shaken up by an earthquake,...

2023-11-20

Securing Your Legacy: Estate Planning & Wealth Creation

You’ve probably heard the expression “You can’t take it with you,” referring to the fact that you won’t be able...

Stay Updated: Subscribe to Our Newsletter

Contact Us