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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…

2023-07-31

The Impact of a Change in Senior Leadership on Investments

The appointment of a new Chief Executive Officer (CEO) is a pivotal event for any publicly listed financial corporation, and...

2023-07-24

Ignoring the noise

To quote the legend Bob Marley there seems to be “so much trouble in the world”. Between newscasts, podcasts, talking...

2023-07-17

The real return on Real Estate

An investment in Real Estate can provide both income and capital gains to the investor. In analyzing the returns on...

2023-07-10

Positive Start to 2023 Sets the Stage for an Optimistic Second Half

The first half of 2023 has witnessed a robust start to the year that sets the stage for an optimistic...

2023-06-26

How to navigate noise in the market

What is noise in the market? In this context, noise refers to information and opinions on a company you are invested...

2023-06-19

Mid-Year Review

The first six months of the year have passed, and the investment landscape continues to be volatile. The days of...

2023-06-12

Time to reinvest…

Throughout the life of a fixed income asset, the interest payment terms and schedule of payments are usually known. These...

2023-06-05

Understanding Asset Classes in Investing

Investing can be a powerful tool for wealth creation and financial security, but it requires careful consideration and informed decision-making....

2023-05-29

Creditors vs. Stockholders

If you own a bond – you are lending money to the issuer. You are mostly concerned about the company’s...

2023-05-22

Bonds & Real Estate…. Similarities and Benefits

Bonds and Real Estate are two unique investment options allowing you to diversify your portfolio while proving to be a...

2023-05-15

How bond prices work

One of the most confusing components of “bond math” is the pricing. Like most assets – the price is a...

2023-05-08

De-Dollarization

The dominance of the US dollar has been a hot topic in recent weeks. The consensus is that in the...

2023-05-01

The US Dollar dominance

In a globalized economy, the use of a single dominant currency allows for ease and efficiency of trading between countries....

2023-04-24

Navigating economic uncertainty with bonds

In times of economic uncertainty, investors tend to flee to fixed-income securities such as bonds to protect their investments. This...

2023-04-17

Healthy habits and your Financial Independence

A healthy lifestyle and financial independence are two of the most important goals that people strive to achieve. By achieving...

2023-04-10

Buying Bonds (Premium vs Discount)

For new investors the process of buying bonds can be complex, as it involves various terminologies and buying scenarios. Today,...

2023-04-03

Rising interest rates

As we approach the end of the first quarter of 2023 uncertain market conditions continue to prevail. Right on the...

2023-03-28

The “Banking Crises” Explained

The only cure for a crisis of confidence and anxiety is an improved understanding of the events that are occurring....

2023-03-20

Brace yourself……..

The past 2 weeks in the global financial markets have been “eventful”, to say the least. In the United States,...

2023-03-13

Navigating a High Interest Rate Environment for longer

Among the few things which are certain nowadays is that uncertainty will persist in global financial markets. Hence, after a...

2023-03-06

Impact of Capital Markets on Economic Growth

Capital Markets plays a key role in the development of an economy. To demonstrate the impact of capital markets on...

2023-02-20

IS YOUR MONEY SAFE?

Are you someone who reads all the reviews on Amazon and thoroughly researches a product before adding it to your...

2023-02-13

My advice to my clients

When my clients ask me what I think about recent developments, I remind them that nothing has changed. I tell...

2023-02-06

Steps to Become a Smart Investor

The need to invest your money wisely is greater than ever, and this often requires looking beyond the obvious as...

2023-01-30

How do you define Safety?

The recent developments in our local financial sector have once again resurfaced the issue of risk and safety of our...

2023-01-23

Recession investing

If you are approaching retirement and have actively been investing, you have probably been concerned if your portfolio statements show...

2023-01-16

“Recession-proofing”

There has been much talk of a US recession or even a global recession occurring in 2023. Economists and analysts...

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