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In a recent Sterling Asset Management panel discussion on Investing and Insurance, a question was raised that seems to be asked quite often. “Investing is only for the rich: how does someone start investing even though they may not have enough money?”

As with any goal in life, it is...

Congratulations you have finally gotten that promotion you have been working so hard for and with that promotion your salary package has increased. An increase in one's income is worth celebrating, who does not like more disposable income? However, when your income increases you need to be...

Everyone’s journey in life is different. We take different paths to achieving our goals and some paths may be more difficult than others. However, planning and preparation can help us to achieve our goals. A common goal shared among most, if not all people, is that of financial freedom. We...

Real estate is a popular component of most investment portfolios. Indeed, it is important to own one’s home and many investors use it as a store of value. In many cases, "mature” investors seek to purchase starter homes for their children or grandchildren a means of passing wealth across...

As interest rates remain low, many issuers of debt (e.g. bonds, corporate notes, etc.) will look for possible ways of reducing their interest expenses. They may do this by executing call options and reissuing debt at lower rates. These lower rates will reflect the current market levels for...

One of the many things I have observed during this pandemic is how similar people and Investments are. I know this seems like a strange thing to say but journey with me for a few and you will see the similarities too.

One of my friends and I had a conversation about curfew compliance a...

The U.S. equity markets have attracted a lot of interest in recent months as the economic recovery takes shape (i.e., V-shaped recovery) and even accelerates. Indeed, the equity markets have had a tremendous run since their COVID-19 meltdown in March 2020 which resulted in the major U.S...

The Planning and setting of goals are a very important part of our daily lives. This should also be applied to our finances to accomplish financial freedom. Having a goal that is realistic as well as steps that are measurable, will allow for easy tracking of our progress.

Determine your...

2020 saw extreme volatility in the investment market. Recent statistics suggest a significant increase in trading activity in the market from young investors who are taking advantage of the investment opportunities available.

What to look for as a young investor

As a young investor...

All great relationships begin with trust and understanding. This applies in both personal and professional situations. Choosing a financial advisor for investment guidance should also adhere to this principle. The investor/advisor relationship should be one where the investor trusts the...