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When Higher Interest Rates Create Opportunity

For much of the past two years, investors have been asking the same question: When will interest rates come down? This month, the conversation changed. On September 16, the U.S….

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...

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....