“Bad luck”, “Jinxed”, “Silly”, are adjectives’ some clients have used to describe themselves when speaking to me in our initial conversations. I’m sure I am not the only advisor who has heard these terms before. In a world of information overload, influencers and unfortunately fraud, we...

Apr 08, 2024

A very important, but often overlooked aspect of investing and wealth creation is protecting and preserving your investments. Generally, we focus on the risks associated with individual assets or asset classes, as we should, but having made those investments it is equally important to take...

Apr 02, 2024

In the world of bond investing, risk mitigation is critical, hence bond covenants serve as important safeguards of investor interests. These contractual agreements outline the terms and conditions of bond issuances, providing a framework to protect bondholders from potential risks and...

Mar 25, 2024

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...

Mar 18, 2024

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

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