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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…

2023-12-15

Savvy in the Short Term: What to Do With a Financial Windfall

Key Takeaways: A windfall should fit your goals, timeline and risk tolerance before you invest. Short-term investments can keep cash...

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...

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....