FEATURED
I have always wanted to experience Thanksgiving in the United States. The aspect that most appeals to me is not the feast, which is no surprise since I am not much of a foodie. Instead, I am most drawn to the “feeling” around Thanksgiving. As an outsider looking in, the “event” exudes positive vibes and feelings of gratitude. So, with another Thanksgiving behind us, I thought it would be a great time to reflect on how gratitude can impact your financial mindset. Studies show that cultivating an attitude of gratitude can improve your investment decisions and overall financial success. While it might not seem like an obvious investment strategy...
Mutual Fund Basics
Mutual funds have become an increasingly popular investment alternative for today’s investor because they offer a convenient cost effective way to invest in the financial markets.
In the simplest of terms a mutual fund is a company that brings together a group of...
Jan 01, 2018
US Economy:
The Federal Reserve (Fed) raised interest rates 3 times in 2017, each time adding 25 basis points to the lower and upper end of the range. As at December 13, 2017, the Fed’s benchmark interest rate range was 1.25% to 1.5%. The Fed has projected 3 rate hikes in 2018 while...
Dec 22, 2017
A bond is a debt instrument whereby an entity can raise capital to finance their operations by attracting investors to participate. Simply put it is a loan to the entity (referred to as the issuer) and will have certain contractual features such as principal amount (Face Value), rate of...
Sep 27, 2017
The importance of relative value: How to compare and assess investments
With the GOJ USD bond redemption last Friday, investors will be assessing a wide range of options from different institutions. A common quandary: Bank A is showing me 4.5%, Bank B is showing me 5.6% and Bank C is...
Sep 17, 2017
Debunking the myths of premiums and discounts: How Bond Prices Work
Over my long 15-year career as an Investment Advisor, I’ve realized that many bond investors are still unaware of how to use bond prices to their advantage. Today we are going back to the basics - specifically as it...
Jul 30, 2017
A “fallen angel” in finance is a rated entity which once carried a high credit rating (investment grade) and displayed exceptional performance, but has since experienced sustained declines in ratings culminating in the loss of its investment grade status. Barbados’ financial woes over...
Mar 12, 2017
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