Last week our team watched the Bob Marley One Love movie, as a part of a staff movie night that was dubbed “One Team, One Love”. While watching, I got an appreciation of Bob Marley's music and message of love, unity, and justice and how it continues to resonate with people worldwide. As I watched, I also realized how much his life and legacy also offer profound lessons in estate planning. Despite passing away at a relatively young age, Bob Marley's estate planning, or lack thereof in some respects, has been the subject of much discussion and legal battles. The Jamaican state split Marley’s fortune between his survivors and it was the start of...
While it's important to note that individual investment strategies vary widely and should not be generalized based on gender, there have been some observed trends and differences in the way men and women approach investing. These differences are often influenced by a combination of social...
Mar 11, 2024
Albert Einstein allegedly called compound interest the 8th wonder of the world. In the realm of personal finance, few concepts wield as much transformative potential as compound interest. Compound interest can help turn modest investments into substantial wealth over time. At its core...
Mar 04, 2024
Throughout my article series entitled, "Securing Your Legacy," we've explored the importance of estate planning in wealth creation, having the right financial partner and choosing the right financial assets. As we continue the journey, this week we explore advanced strategies to protect...
Feb 26, 2024
Throughout 2023 fixed income investors who were brave and had excess liquidity were able to take advantage of opportunities that arose in the bond market. Investors were able to add instruments that were investment grade at steep discounts. While some investors clutched their pearls, the...
Feb 19, 2024
Constructing a well-rounded investment portfolio necessitates thoughtful asset allocation decisions. In a Jamaican context, two prominent asset classes that warrant investor attention are global bonds and real estate. Exploring their characteristics and considering historical data can...
Feb 12, 2024
The U.S. Federal Reserve (Fed) held its signal rate unchanged at its policy meeting on January 31st, as expected, but signalled it will be cutting interest rates later this year after hiking aggressively over the past two years to cool decades high inflation. As the Fed gradually...
Feb 05, 2024
The keys to financial stability are yours! Click below to subscribe to our blog.