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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…

2024-09-09

The Power of Even 1%: How Small Differences in Investment Returns Can Have Big Impacts

When it comes to investing, it’s easy to overlook the impact that small differences in returns can have on your...

2024-09-02

What global currency movements mean for your consumption and investment decisions:

According to the IMF’s Article 4 published in March 2024, the Jamaican dollar has appreciated against the US dollar in...

2024-08-26

Is Cash Still King?

Federal Reserve officials continue to give signals that they will be moving to rate cuts soon, possibly in September. The...

2024-08-19

Are you prepared?

In the ever-changing landscape of the financial market, investors are often faced with the challenge of navigating through the complexities...

2024-08-12

Fed Rate Cuts Are Imminent: Implications for Bond Investors

As the Federal Reserve moves closer to initiating a rate-cutting cycle, bond investors are reassessing their strategies. The Fed’s decision...

2024-08-05

One one ‘CoCo’ full basket: Why Contingent Convertible Bonds Deserve a Spot in Your Portfolio.

Key Takeaways CoCo bonds (contingent convertible bonds) typically offer higher yields than traditional bonds, making them attractive to income-focused investors....

2024-07-29

Navigating a Varied Terrain

In the dynamic realm of global finance, where change is the only constant and complexity reigns, the investment landscape is...

2024-07-22

Where and how to lock in your returns

Pros and Cons of higher interest rates: The past two years of high interest rates have had negative implications for many...

2024-07-08

Weathering Market Turbulence with Bonds

Just as hurricane season acts as a reminder of the need to protect our homes from turbulent weather, each year...

2024-07-01

The pitfalls of FOMO

Fear of Missing Out commonly called FOMO is a slang term generally used to describe the emotion and distress persons...

2024-06-24

Fewer rate cuts, more opportunities

In last week’s article, Eugene spoke about the Federal Reserve’s recent decision to maintain its benchmark interest rate and reduce...

2024-06-17

The Path to Policy Normalization in the U.S. Remains Uncertain

In the wake of the Federal Reserve’s recent decision to maintain its benchmark interest rate at a two-decade high of...

2024-06-10

Invest in local currency and earn foreign currency

Invest in local currency and earn foreign currency? What sorcery is this?! Investing in assets that pay interest in a...

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

When investing in bonds, it is important to understand all the details of the structure of this financial instrument, including...

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 wield...

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