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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…

2023-01-09

Wishing for a happier New Year!!!

2022 was a challenging year for international investors from a portfolio valuation perspective as well as for those who needed...

2022-12-19

Naughty or nice?

He’s making a list. He’s checking it twice. He’s going to find out who’s naughty or nice… The following investment...

2022-12-12

Investment Strategies during a High-Inflation Environment

Inflation generally refers to the rate at which prices of goods and services in an economy increase. It affects a...

2022-12-05

The difference between a yield and an interest rate

By far the most frequently asked question we get about bonds is: what is the difference between the yield on...

2022-11-28

Portfolio reviews and diversification

Last week my colleague Dwayne highlighted the importance of reviewing your portfolio. As he mentioned, a “set it and forget...

2022-11-21

Review and revision of your portfolio

Gone are the days when an investor could take a “Set it and forget it” approach. Or perhaps those days...

2022-11-14

Looking for redemption, call me if you can!

Many bonds are issued today with a call feature which means they can be redeemed or repaid by the issuer...

2022-11-07

Planning for your parents

When thinking about our financial future, we usually think about planning for ourselves- our retirement, our children’s college education, but...

2022-10-31

Bond Purchases- A Step by Step Guide

Daily I get calls from prospective clients looking for more information on global or international bonds that are recommended or...

2022-10-24

Bond Behaviour

Our discussions on bonds continue; after learning the bond basics, today we examine how bonds behave in an environment of...

2022-10-17

What NOT to do in a bear market

If you own a unit trust or a mutual fund that invests directly in the bond or stock market, chances...

2022-10-10

You can’t pour from an empty cup

You can’t pour from an empty cup or vessel, is a phrase that many of us have heard or used...

2022-10-03

Preparing for the storm

Earlier this week, Tropical storm Ian passed through the region and caused much panic and chaos in the islands which...

2022-09-26

Three in a row

The U.S. Federal Reserve’s (Fed) policy setting committee boosted its benchmark rate (fed funds rate) by 75 basis points (bps)...

2022-09-19

Is a Promissory Note right for you?

A promissory note, also called a “pro note”, “p note” or simply “note”, is a type of fixed-income debt instrument,...

2022-09-12

Repos- simple yet useful

Many local financial institutions have discontinued offering repurchase agreements, more popularly known as “repos”. However, repos should not be overlooked....

2022-09-05

What to do with your Bond Income

Our discussions on bonds continue. After learning the bond basics and making the investment, what should you do with the...

2022-08-29

What global currency movements mean for your next vacation or big-ticket purchase

Your dream European vacation just got cheaper – 12% on a year-to-date basis to be precise (Full disclosure, this figure...

2022-08-22

How to find new investment products

Last week my colleague Dwayne highlighted the importance of opening a new account when one closes. As he mentioned technology...

2022-08-15

When one account closes…

From time-to-time situations may arise where an account that you hold may have to be closed, whether voluntarily or involuntarily....

2022-08-08

Recession or no Recession, is that really the question?

Ever since the U.S. (the world’s largest economy) contracted in the first quarter of this year, there has been speculation...

2022-08-01

The Woes of Retirement

Whenever you think about retirement you probably think of travelling- whether by plane or yacht, or on a cruise to...

2022-07-25

Adding bonds to your portfolio

Bonds can create a balancing force within an investment portfolio. If you have the majority of your portfolio invested in...

2022-07-18

Bond Basics II

My previous article, Bond Basics I, covered several bonds-related concepts, including Face Value, Coupon Rate, Callability, Yield-to-Maturity, and Credit Rating....

2022-07-11

How to find opportunities: Market recap

Today we provide a market recap for investors who are patiently assessing the financial markets and trying to decide when...

2022-07-04

Finding opportunity

Last week my colleague Dwayne shared with readers the importance of financial agility, especially in volatile markets. An investor may...

2022-06-27

Financial Agility

There is no doubt that financial markets and the world at large, have been experiencing unprecedented times in the past...

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