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When it comes to managing your wealth, your principal- your original sum of money invested- forms the bedrock of your financial journey. Whether you're a seasoned investor or new to wealth management, understanding the principles behind your principal is crucial for preserving and growing your assets. Here are 5 essential tips and considerations for making the most of your principal.
- Protect Your Principal
The first rule of investing is to avoid unnecessary losses. While all investments carry some risk, it’s essential to strike a balance between risk and return. This often means allocating your principal across a diversified...
Jan 27, 2025
Whether you are managing a large corporate balance sheet or your retirement portfolio, all CEOs, CFOs, investors or financial controllers benefit from understanding the impact of the macro-economic environment on their business or investment strategy. Today we look at US and Jamaican monetary policy and their implications for our investment strategy:
Central Bank Policy - Interest rates, liquidity injected or withdrawn by Central Banks and other policy tools that are primarily intended to manage Inflation. These levers affect your access to financing, end user demand for your goods and services and of course, the rate you pay on your debt...
With a new year we have new gifts and inevitably new challenges. As we look towards our obligations and goals for 2025 many clients have been wondering if their portfolio is properly positioned for the new year. Having navigated an interest rate hiking cycle, fixed income investors now...
Jan 17, 2025
The year 2024 was a fascinating one for global financial markets, marked by shifting monetary policies, evolving geopolitical dynamics, and a continued focus on sustainability. While the markets faced periods of volatility, certain sectors demonstrated resilience, offering both challenges...
Jan 13, 2025
As we welcome the new year, it is an ideal time to reflect on our personal financial goals and set resolutions that align with our ambitions. The start of a new year not only brings us fresh opportunities but also presents a crucial moment to reassess our investment portfolios. This year...
Jan 06, 2025
The start of a new year is a time for renewal, reflection, and fresh focus. It’s a season brimming with possibility, offering a chance to reset and realign your goals and mindset. Among the most transformative shifts you can make is embracing an abundance mindset—a belief that...
Dec 23, 2024
As the year comes to a close and the festive spirit fills the air, it’s the perfect time to reflect on your financial goals and chart a course for 2025 and beyond. Much like preparing for the holidays, planning your finances requires thoughtfulness, balance, and a touch of cheer. Here are...
Dec 16, 2024
The season of giving often centers around toys, gadgets, and other material items. While these gifts bring joy and excitement in the short term, there’s an alternative that can provide long-term value: financial gifts that grow over time. This year, Parents, grandparents, and godparents...
Dec 09, 2024
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