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Your Next Investment Doesn’t Have to Look Like Your Last

When an investment you have held for years delivers a significant payout, your first instinct may be to find another opportunity that looks just like it. After all, why change…

2021-03-28

Simpler than a Bond

Simple can be considered as boring, but sometimes simple is exactly what we need. I recently met with a prospective...

2021-03-21

Why Mutual funds are a good substitute for a pension fund

According to FSC data, the total assets of the private pension plan industry as of September 30, 2020 stood at...

2021-03-14

Questions to ask your financial advisor!

All great relationships begin with trust and understanding. This applies in both personal and professional situations. Choosing a financial advisor...

2021-03-07

The paradox of rising bond prices while interest rates rise

You have probably heard the phrase that interest rates and bond prices move in opposite directions. That is, as interest...

2021-02-28

Less may be more (when it comes to investing across brokers)

Does it make sense to hold your investment portfolios with different financial institutions in case one runs into trouble? In...

2021-02-21

Where do you get your investment advice?

As investors we seek to make the best investment decisions with the intention of maximizing our returns. However, the reality...

2021-02-07

Myths about diversification Part 2

Important questions to ask when someone yells “diversification!” What are the metrics of diversification that really matter? Credit or Default...

2021-01-31

Myths about diversification Part 1

Diversification; be specific “Diversification” – hands down the most overused term in any industry. Why do people love this term...

2021-01-17

Deal or No Deal

The thought of shopping evokes different reactions from people, some people’s expressions light up at the thought of going shopping...

2020-03-08

How to invest amidst the Coronavirus

This week’s article answers some of the questions we have been asked about the CoronaVirus and its impact on your...

2020-01-31

Investing Mistakes 2019 Disproved

2019 dispelled three huge misconceptions about investing The Jamaican Stock Market is more attractive than the U.S. stock market Bonds...

2019-12-29

How to Identify a Bubble

How to identify a bubble? What is a bubble? Investopedia defines it as “a rapid escalation of asset prices followed...

2019-09-20

Familiar Name Not Familiar Risk

Familiar names offer a false sense of security Common investing mistake number 2: Familiar names are low risk. Just because...

2019-09-15

Common Investing Mistakes Right Now

Key Takeaways An overreliance on real estate is one of the most common investing mistakes in Jamaica. Comparing real estate...

2019-07-15

Hot in Here

IT’S GETTING HOT IN HERE It isn’t only temperatures around the world that are rising; bond prices are rising as...

2019-05-09

Myth of Real Estate Returns

Debunking the myths around real estate returns Over the next few weeks, we plan to discuss the 3 biggest mistakes...

2019-02-15

Your Jamaica Public Service (JPS) bond and you

JPS recently announced that it would call (i.e. “repurchase”) its 11% 2021 bond at a price of 101.83 from bondholders...

2019-02-01

2018 Market Recap Escape the Falling Knives

Asset prices declined: This past week, we observed a broad-based decline in asset prices – both bonds and stocks experienced...

2018-12-06

Your Savings in the Bank are Losing Money.

Your savings in the bank are losing money every day. Keeping your savings in cash is one of the fastest...

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

Key Takeaways: Mutual funds spread investments across different assets based on a defined investment strategy. Fund types carry different risks,...

2018-01-02

An Introduction to Mutual Funds

Key Takeaways: Mutual funds pool investor money across a range of securities for easier diversification. Fund fees and charges can...

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...