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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….

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...

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...

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...