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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…

2025-06-23

Smart, Short-Term Gains with Repos

In the world of fixed income investing, managing liquidity and minimizing risk are vital to successful portfolio management. One popular...

2025-06-16

To tender or not to tender, that is the question

This past week, the Government of Bahamas issued a “tender offer” for some of the notes it has issued. This...

2025-06-10

Why Quantitative Tightening Could Redefine Your Investment Strategy

Understanding the Shift in Market Conditions Quantitative tightening (QT) is a shift that’s quietly changing the rules of the game...

2025-06-09

The Importance of Collateral Quality

In the world of investing, the terms “collateral” or “security” often come up, particularly when discussing secured investment products. Collateral...

2025-06-02

Moody’s U.S. Downgrade: What It Means for Bond Investors

Moody’s downgraded the U.S. sovereign credit rating by 1-notch from Aaa to Aa1 on May 16th, aligning with earlier downgrades...

2025-05-26

USD Fixed Income in Retirement Planning

Retirement is no longer the end of the road—it’s the start of an entirely new stage of life. As Susan...

2025-05-19

Why the Dollar Still Holds Power

What do you trust when the world feels like it’s teetering? Inflation remains sticky. Interest rates are unpredictable. War and...

2025-05-12

A Drop in Value Isn’t a Locked-In Loss

In times of uncertainty, it’s natural to feel a little uneasy when you check your investment portfolio and see a...

2025-05-05

Loco for COCO bonds: Where Contingent Convertible Bonds Fit in the Capital Structure

Key takeaways CoCos are hybrid bonds that can convert into equity or be written down if a bank’s capital falls...

2025-04-28

Navigating & Protecting Your Portfolio in Volatile Markets

Key Takeaways: Stick to your financial plan to maintain stability during market volatility. Avoid misinformation by relying on trusted, credible...

2025-04-22

Unravelling The Treasury Slide

U.S. Treasury yields soared in April 2025, with the benchmark 10-year note climbing 50 basis points over the course of...

2025-04-14

Tariffs, trade wars and turmoil….

In recent months, the imposition of tariffs by various countries has raised significant concerns about the potential for trade wars...

2025-04-07

Wealth Destruction vs. Wealth Distribution: Key Differences and Economic Impact

Wealth plays a crucial role in economic stability, but how it is managed can lead to vastly different outcomes. Two...

2025-03-31

The Illusion of Motion vs. The Power of Action

In a world that glorifies busyness, many mistake movement for progress. We shuffle papers, refresh stock charts, jump in and...

2025-03-24

Market Jitters: Should You Cash Out or Hold Steady?

Lately, one question keeps coming up in conversations with our clients and prospective clients: Should I cash out now? With...

2025-03-17

Maximizing Business Profits: How to invest your retained earnings

For business owners, managing cash flow effectively is a key component of success. When a business generates surplus cash beyond...

2025-03-10

Perpetual Wisdom or Lasting Regret? The Pref Share Dilemma

Preference shares are a type of stock that typically pay fixed dividends, which are disbursed before any dividends to common...

2025-03-03

Are My Stocks and Other Securities in Good Hands?

Recent financial scandals have served as stark reminders of the critical importance of thoroughly vetting any financial institution before entrusting...

2025-02-24

Knowing the source of (dis)information

In today’s fast-paced financial landscape, information spreads quickly across various platforms, and making sound investment decisions can be an overwhelming...

2025-02-17

Imagine the Possibilities of Passive Income

Picture a life where your time is truly yours. Where your mornings aren’t dictated by alarms and commutes, but by...

2025-02-10

The Emotional ROI: Wealth Beyond Numbers

In the world of finance, returns are often measured in percentages, profits, and portfolio performance but true wealth extends beyond...

2025-02-03

Principles Behind Your Principal: Key Tips for Investors

When it comes to managing your wealth, your principal- your original sum of money invested- forms the bedrock of your...

2025-01-27

How CFOs should navigate the current environment

Whether you are managing a large corporate balance sheet or your retirement portfolio, all CEOs, CFOs, investors or financial controllers...

2025-01-17

New Year new Decisions

With a new year we have new gifts and inevitably new challenges. As we look towards our obligations and goals...

2025-01-13

Financial Markets Performance: Looking Back while Navigating Ahead

The year 2024 was a fascinating one for global financial markets, marked by shifting monetary policies, evolving geopolitical dynamics, and...

2025-01-06

New Year, New Portfolio?

As we welcome the new year, it is an ideal time to reflect on our personal financial goals and set...

2024-12-23

Embracing an Abundance Mindset

The start of a new year is a time for renewal, reflection, and fresh focus. It’s a season brimming with...

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