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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…

2022-06-20

Fed Play – “Go Big or Go Home”

On Wednesday June 14th the U.S. central bank (Federal Reserve aka the “Fed”) delivered its biggest rate hike since 1994. The...

2022-06-13

What are negative interest rates?

You may be wondering how an interest rate could be negative. So, let’s take a brief look at “negative interest...

2022-06-06

Barbells are not just for weightlifters

If you think a barbell is just a tool for building muscles, think again. Barbell also refers to a strategy...

2022-05-30

Bond Basics

Rising interest rates have caused bond prices to decrease and bond yields to increase. Consequently, investors are faced with the...

2022-05-23

Trinidad Petroleum Bond and You

Earlier this month, Heritage Petroleum (Formerly known as Trinidad Petroleum Holdings Limited “TPHLTT”) announced it would offer to repurchase its...

2022-05-16

Inflation and Your Bonds

Inflation is a word we often hear in the news and during budget speeches. Inflation refers to the sustained increase...

2022-05-09

Putin’s plan

A few weeks ago, we looked at the effect of the Russia-Ukraine war (and other factors) on interest rates and...

2022-05-02

Will bonds continue to suffer in Q2 amid Fed rate hikes?

Bond prices (like equities) have declined appreciably in 2022 so far in response to sharp increases in interest rates as...

2022-04-25

Finding the Middle Ground

Last week we discussed the Ostrich and Meerkat Effects. The Ostrich Effect refers to the idea that some investors metaphorically...

2022-04-18

Who are you in a crisis?

Close your eyes and imagine an ostrich. One of two images will most likely come to your mind- either an...

2022-04-11

Red Flags investors must avoid

Red flags are traditionally used to signal danger. There are many red flags waving in front of us in our...

2022-04-04

What to buy when interest rates are rising

Problem description: Higher interest rates have negative implications for many asset classes, not just fixed income assets. Higher interest rates translate...

2022-03-28

Risk on Risk off

With great risk comes great reward is a quote famously attributed to Thomas Jefferson. An investor’s risk tolerance is a...

2022-03-21

Interest rates on the rise

This week saw the US Federal reserve increasing interest rates for the first time since 2018. This has been done...

2022-03-14

“Down the Rabbit Hole”

February 24, 2022 will go down in infamy as the day Russia invaded Ukraine. In response, the West has never...

2022-03-07

Russia waging war on your investments?

Once you are part of the investment world you will quickly come to realize that investment returns are unpredictable and...

2022-02-28

Is Timing Everything?

“Time is Money” is a famous phrase attributed to Benjamin Franklin that many of us have heard before. So why...

2022-02-21

Bubbles & busts

In the realm of economics, a bubble refers to a period in which current prices of an asset greatly exceed...

2022-02-14

Keep cash but don’t leave it idle

It may be a good strategy to keep some cash as part of a well-balanced investment portfolio, for planned and...

2022-01-31

To Tender or Not to Tender?

Imagine you have been comfortably holding your bond for several years and you see on the financial news the issuers...

2022-01-24

What to do when your investment matures

Many fixed income investments have a predefined maturity date. When making the investment the date is stated in the contract...

2022-01-17

What is Quantitative Tightening? A Guide for Investors

Understanding the Shift from QE to QT In earlier articles I covered the terms bond tapering and quantitative easing (QE...

2022-01-10

It’s a Jungle out there!

Ever noticed how many animal-related references are used in the finance world? In the past we have written articles about...

2022-01-03

Bond strategies in a rising interest rate environment

With higher interest rates on the horizon, investors may be hesitant to purchase bonds right now or be worried about...

2021-12-27

Are you a chicken counter or the boy who cried wolf?

How often have you heard someone say, “I made so much money in the stock market today”? I personally hear...

2021-12-20

Plotting the dots – crucial or cryptic?

With the U.S. Federal Reserve Bank (Fed) chairman, Jerome Powell, signaling a faster pace of tapering or reduction of monthly...

2021-12-13

The Hunt for Yields

As interest rates fluctuate or decline many investors often seek new products or consider restructuring their portfolio. Understandably declining rates...

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