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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…

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...

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...