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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…

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...

2024-12-16

Make Merry Money Moves This Holiday Season

As the year comes to a close and the festive spirit fills the air, it’s the perfect time to reflect...

2024-12-09

Give the Gift of Wealth

The season of giving often centers around toys, gadgets, and other material items. While these gifts bring joy and excitement...

2024-12-02

The Gratitude Effect: How Positive Thinking Impacts Your Investment Success

I have always wanted to experience Thanksgiving in the United States. The aspect that most appeals to me is not...

2024-11-25

Spreading Holiday Cheer While Staying Financially Clear

Tis the season to be jolly and hopefully still be financially savvy. As the Holiday season fast approaches with 5...

2024-11-18

Trump 2.0 – Implications for markets

The implications of a second Trump presidency could significantly shape the U.S. economy, the global economy, financial markets, and financial...

2024-11-11

” When Life Changes, Money Changes Part 2 – Retirement”

When life changes, money inevitably changes too. Major life events often prompt reevaluating financial priorities, strategies, and habits. Understanding the...

2024-11-04

Case Study: A Blueprint for Strategic Reinvestment in a Shifting Economy

Client Profile: Jamie Bond, a 50-year-old investor, is soon to receive the principal from his maturing NROCC bond, which had...

2024-10-28

How to replace your NROCC income

On November 10th, 2024, investors will receive the balance of their principal investments in the NROCC 9.375% 2024 bond. Today...

2024-10-21

Changing Gears: No bonds, now what?

When the interest rate environment changes, investors face unique challenges, especially when it comes to replacing a maturing bond. For...

2024-10-14

Finding a Home for Your Funds

We are now officially in the last quarter of the year, and some would say time flies when you are...

2024-10-07

NROCC Principal repayment: 2023 vs 2024 market dynamics

As the landscape of fixed-income investments continues to change, the upcoming maturity of NROCC (National Road Operation and Construction Company...

2024-09-30

The Fed Delivers Supersized Rate Cut: What’s Next for the Economy, Financial Markets, and Investors?

In a decisive move aimed at preserving economic expansion, the U.S. Federal Reserve (Fed) recently cut its policy rate by...

2024-09-23

” When Life Changes, Money Changes- Marriage and Parenthood”

When life changes, money inevitably changes too. Major life events often prompt reevaluating financial priorities, strategies, and habits. Understanding the...

2024-09-16

Mastering the Market Maze

The era of elevated bond yields and attractive fixed-income returns is receding, ushering in a new phase where the dynamics...

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...