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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…

2024-02-26

Securing Your Legacy Part III: “Where there is a Will, there is a Transfer of Wealth”.

Throughout my article series entitled, “Securing Your Legacy,” we’ve explored the importance of estate planning in wealth creation, having the...

2024-02-19

Positioning your portfolio for changing interest rates

Throughout 2023 fixed income investors who were brave and had excess liquidity were able to take advantage of opportunities that...

2024-02-12

Comparative Analysis of Global Bonds vs. Real Estate Investing

Constructing a well-rounded investment portfolio necessitates thoughtful asset allocation decisions. In a Jamaican context, two prominent asset classes that warrant...

2024-02-05

Lower rates, Fret not!

The U.S. Federal Reserve (Fed) held its signal rate unchanged at its policy meeting on January 31st, as expected, but...

2024-01-29

Qualities of a Good Investor: 5 Traits That Matter

Good investors blend patience, discipline, risk management, emotional control, and a long-term plan. They use an investment policy statement to...

2024-01-22

Missing opportunities due to Recency Bias

If you have followed my articles through the years, you may know that my first degree is in Management Studies...

2024-01-15

Bonds: Simplifying Estate Planning for a Seamless Wealth Transfer

Estate planning is a complex task. It becomes significantly more manageable with the strategic inclusion of bonds in the financial...

2024-01-08

Securing Your Legacy II: Financial Goals & the Right Partner

It’s a New Year! -So, get ready to embark on a journey of self-reflection, analysis, and strategic planning. After my...

2023-12-15

Savvy in the Short Term

Every investor’s journey is different. Occasionally an investor may receive a financial windfall, be it an investment maturity, proceeds from...

2023-12-08

Lessons learnt this past year!

As the sun sets on the year 2023 and the new year 2024 peeks over the horizon, we look back...

2023-12-04

Key Considerations When Evaluating a Financial Institution to Invest With

Selecting the right financial institution for your investments is a pivotal decision that requires a thorough evaluation of various factors....

2023-11-27

Weather Proofing Your Portfolio

The last few weeks have been quite traumatic for us Jamaicans, first we were very shaken up by an earthquake,...

2023-11-20

Securing Your Legacy: Estate Planning & Wealth Creation

You’ve probably heard the expression “You can’t take it with you,” referring to the fact that you won’t be able...

2023-11-10

Common Roadblocks to Investing and How to Overcome Them

Investing is a key component of building wealth and achieving financial security. However, many people encounter roadblocks that prevent them...

2023-11-06

How to prepare for your NROCC Paydown

The National Road Operating and Constructing Company, NROCC 9.375% 2024 Bond is set to make a principal payment to bondholders on...

2023-10-30

Venezuelan bonds resume trading!!!

Investors worldwide have suffered losses to their investment portfolios as they hold or have held bonds issued by the Republic...

2023-10-23

What should I do with my Investment Income?

“Christine, what can I do with the income from my investment?” This is a question I’m often asked by prospective...

2023-10-17

The Demise of the U.S. Dollar – Real or Overblown?

A client of ours recently asked my opinion on the financial media frenzy debate about the possible demise of the...

2023-10-09

Lessons learned as an Investment Advisor

As an investment advisor, I have had the privilege of working with clients from all walks of life and helping...

2023-09-25

Buying assets during times of distress

The saying, “Buy when there is blood in the streets, even if it is your own blood,” is a powerful...

2023-09-18

Things to Consider Before Investing Your Call Proceeds

When you hold a callable bond, there’s always the possibility that the issuer may decide to redeem it before its...

2023-09-11

A Little Bit of This and a Little Bit of That

Have you ever asked an older relative for a recipe and heard “Oh I used a bit of this and...

2023-09-04

Make informed financial decisions

With all the news and information we receive daily, we can feel overwhelmed. In recent times both the local and...

2023-08-28

Staying high for longer

The U.S. economy is doing better than expected but is not the only one. GDP growth of 2% in Q1...

2023-08-21

What You Need To Know When Investing In Your 70’s and Beyond

We all know how important investments are as a part of financial planning and how they can provide greater comfort...

2023-08-14

Investing for Income

Investing for income is a strategic investment approach where the primary focus is on generating ongoing cash flow rather than...

2023-08-07

High Yield Investing in 2025: The Appeal of AT1 Bonds Today

Key Takeaways The Barclays AT1 call highlights how disciplined credit selection in quality issuers can deliver strong income and total...

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