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Expert Financial Updates

Featured

Are You as Frugal as You Can Be?

We are almost two months into 2026. Pause for a moment and think back to December 31st. The vision board. The fresh notebook. The promises whispered: This is the year…

2018-06-10

Barbados- The Writing Was On The Wall

It was a little over a year ago on Sunday March 12, 2017 that a colleague of mine, Eugene Stanley,...

2018-05-03

Why Bonds are a Better Buy than Annuities

Retirement planning: Should I buy a bond or an annuity? How does one choose between an annuity and a bond...

2018-03-18

Bonds for the Equity Investor

Bonds for a betting man Have you ever placed a bet? You agree to pay a certain amount to your...

2018-02-19

Types of Mutual Funds

How Do Mutual Funds Work: An Introduction With gut wrenching volatility pervading global capital markets, investors are eager to find...

2018-01-02

An Introduction to Mutual Funds

Mutual Fund Basics Mutual funds have become an increasingly popular investment alternative for today’s investor because they offer a convenient...

2017-12-23

2017 Year in Review – The Data

US Economy: The Federal Reserve (Fed) raised interest rates 3 times in 2017, each time adding 25 basis points to...

2017-09-27

Sovereign vs. Corporate Bonds

A bond is a debt instrument whereby an entity can raise capital to finance their operations by attracting investors to...

2017-09-17

Relative Value: A Smarter Way to Compare US Investments

Key Takeaways Evaluating relative value helps investors see beyond headline yields and identify when higher returns truly justify higher risk...

2017-07-30

Debunking The Myths Of Premiums And Discounts: How Bond Prices Work

Debunking the myths of premiums and discounts: How Bond Prices Work Over my long 15-year career as an Investment Advisor,...

2017-03-12

Barbados – A classic case of a ‘falling angel”

A “fallen angel” in finance is a rated entity which once carried a high credit rating (investment grade) and displayed...

2017-03-11

Local vs International Bonds: Finding Balance in a Low-Interest World

Key Takeaways Understanding the risks and benefits of structured investments helps investors make informed decisions and protect their savings in...

2017-02-19

Comparing High Yield and Investment Grade Bonds

Key Takeaways Global bonds offer investors a reliable way to earn steady income while diversifying beyond the stock market. Understanding...

2016-07-06

Brexit –The Aftermath

June 23, 2016, will be forever etched in our memories as the day England chose to leave the European Union(EU)....

2016-05-29

Investment Calendar Effects and Myths

This week we will be examining some calendar effects and myths concerning investments. Many of them can be traced back...

2016-03-18

Junk Bonds May not be so Junky

When you hear the term “junk bonds” you might be inclined to think that they are worthless; but don’t let...

2011-10-03

Spotlight on Exchange traded funds

This week, over 900 investment professionals gathered in Hollywood Florida for the largest ETF conference on record. During their coverage...

2011-02-11

Exchange Traded Funds Article

Spotlight on Exchange traded funds This week, over 900 investment professionals gathered in Hollywood Florida for the largest ETF conference...

2010-02-19

Bonds – Understanding Yields And Returns

So, you are at the point where you are considering the purchase of some bonds. As an investor, one determinant...

2010-01-07

A Full Guide to Callable Bonds

Key takeaways Callable bonds let issuers redeem before maturity at set call dates and prices. Investors earn higher coupons in...

2003-04-03

An introduction to bonds

What Are Bonds? A bond is an IOU in which you, the investor, agree to loan money to a company...

2003-03-24

Rating agencies and the bond markets

Key takeaways Check the credit rating of the issuer of your bond before you buy Higher risk bonds offer higher...

2003-03-04

How Are Bonds Traded

The buying and selling of bonds can be a very simple and straightforward process, but there are a few features...

2003-02-19

Who Invests In Bonds

WHO INVESTS IN BONDS Today we are going to look at the following two areas: Who are the people or...

2003-02-19

How Risky Are Bonds?

HOW RISKY ARE BONDS? Last week we established that bonds are fixed interest investments that give higher returns than money...

Stay Updated: Subscribe to Our Newsletter

Contact Us

Blogs

Expert Financial Updates

Featured

Are You as Frugal as You Can Be?

2018-06-10

Barbados- The Writing Was On The Wall

It was a little over a year ago on Sunday March 12, 2017 that a colleague of mine, Eugene Stanley,...

2018-05-03

Why Bonds are a Better Buy than Annuities

Retirement planning: Should I buy a bond or an annuity? How does one choose between an annuity and a bond...

2018-03-18

Bonds for the Equity Investor

Bonds for a betting man Have you ever placed a bet? You agree to pay a certain amount to your...

2018-02-19

Types of Mutual Funds

How Do Mutual Funds Work: An Introduction With gut wrenching volatility pervading global capital markets, investors are eager to find...

2018-01-02

An Introduction to Mutual Funds

Mutual Fund Basics Mutual funds have become an increasingly popular investment alternative for today’s investor because they offer a convenient...

2017-12-23

2017 Year in Review – The Data

US Economy: The Federal Reserve (Fed) raised interest rates 3 times in 2017, each time adding 25 basis points to...

2017-09-27

Sovereign vs. Corporate Bonds

A bond is a debt instrument whereby an entity can raise capital to finance their operations by attracting investors to...

2017-09-17

Relative Value: A Smarter Way to Compare US Investments

Key Takeaways Evaluating relative value helps investors see beyond headline yields and identify when higher returns truly justify higher risk...

2017-07-30

Debunking The Myths Of Premiums And Discounts: How Bond Prices Work

Debunking the myths of premiums and discounts: How Bond Prices Work Over my long 15-year career as an Investment Advisor,...

2017-03-12

Barbados – A classic case of a ‘falling angel”

A “fallen angel” in finance is a rated entity which once carried a high credit rating (investment grade) and displayed...

2017-03-11

Local vs International Bonds: Finding Balance in a Low-Interest World

Key Takeaways Understanding the risks and benefits of structured investments helps investors make informed decisions and protect their savings in...

2017-02-19

Comparing High Yield and Investment Grade Bonds

Key Takeaways Global bonds offer investors a reliable way to earn steady income while diversifying beyond the stock market. Understanding...

2016-07-06

Brexit –The Aftermath

June 23, 2016, will be forever etched in our memories as the day England chose to leave the European Union(EU)....

2016-05-29

Investment Calendar Effects and Myths

This week we will be examining some calendar effects and myths concerning investments. Many of them can be traced back...

2016-03-18

Junk Bonds May not be so Junky

When you hear the term “junk bonds” you might be inclined to think that they are worthless; but don’t let...

2011-10-03

Spotlight on Exchange traded funds

This week, over 900 investment professionals gathered in Hollywood Florida for the largest ETF conference on record. During their coverage...

2011-02-11

Exchange Traded Funds Article

Spotlight on Exchange traded funds This week, over 900 investment professionals gathered in Hollywood Florida for the largest ETF conference...

2010-02-19

Bonds – Understanding Yields And Returns

So, you are at the point where you are considering the purchase of some bonds. As an investor, one determinant...

2010-01-07

A Full Guide to Callable Bonds

Key takeaways Callable bonds let issuers redeem before maturity at set call dates and prices. Investors earn higher coupons in...

2003-04-03

An introduction to bonds

What Are Bonds? A bond is an IOU in which you, the investor, agree to loan money to a company...

2003-03-24

Rating agencies and the bond markets

Key takeaways Check the credit rating of the issuer of your bond before you buy Higher risk bonds offer higher...

2003-03-04

How Are Bonds Traded

The buying and selling of bonds can be a very simple and straightforward process, but there are a few features...

2003-02-19

Who Invests In Bonds

WHO INVESTS IN BONDS Today we are going to look at the following two areas: Who are the people or...

2003-02-19

How Risky Are Bonds?

HOW RISKY ARE BONDS? Last week we established that bonds are fixed interest investments that give higher returns than money...

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