Blogs

Expert Financial Updates

Featured

Your Next Investment Doesn’t Have to Look Like Your Last

When an investment you have held for years delivers a significant payout, your first instinct may be to find another opportunity that looks just like it. After all, why change…

2026-11-09

Your Next Investment Doesn’t Have to Look Like Your Last

When an investment you have held for years delivers a significant payout, your first instinct may be to find another...

2026-11-02

Financial Moves to Make After Age 50 Part 2: Reducing Debt, Protecting Your Wealth and Creating Income

In Part 1, we looked at two important moves to consider after age 50: assessing your current financial position and...

2026-10-26

When Did Good News Become Bad News for Investors?

Why markets sometimes celebrate economic weakness, punish strong growth, and challenge everything investors thought they understood. Imagine sitting in a...

2026-10-19

5 Questions to Ask Before Choosing a Wealth Management Company

Key Takeaways: Evaluate investment performance across market cycles, not just recent returns. Financial strength, regulatory oversight and governance help establish...

2026-10-19

Property vs Global Investments: Is Real Estate Enough to Build Wealth?

Key Takeaways: Property and global investments offer different benefits, costs and risks worth comparing. Rising property values do not guarantee...

2026-10-19

Bond Call Considerations

As the investment landscape changes, the recent increase in the benchmark interest rate by the Federal Reserve has presented fixed-income...

2026-10-12

When Interest Rates Rise: Risks and Opportunities for Bond Investors

After several years of fluctuating interest rates, global financial markets are once again confronting the prospect of tighter monetary conditions....

2026-10-06

Short-Term Investments vs Mutual Funds in Jamaica

Key Takeaways: Your investment timeline should determine whether short-term investments or mutual funds fit best. Short-term investments prioritise liquidity and...

2026-10-05

Financial Moves to Make After Age 50

Part 1: Taking Stock and Strengthening Your Retirement Position Turning 50 is more than a milestone birthday with its once...

2026-09-28

Enjoy the Season Without Dreading January

In recent conversations with clients, we keep returning to the same thought: the year is flying by. As September ends,...

2026-09-21

When Higher Interest Rates Create Opportunity

For much of the past two years, investors have been asking the same question: When will interest rates come down?...

2026-09-14

When the Bottom Drops Out

Staying Calm and in Control When Life Feels Uncertain There are moments in life when it feels as though the...

2026-09-10

Global Bond Investment Strategy Guide

Key Takeaways: Global bonds can provide Jamaican investors with USD income and diversification. Higher bond yields in 2026 create stronger...

2026-09-07

Old Lessons, New Money

Long before most of us understood inflation, interest rates or asset allocation, we were already learning about money. We learnt...

2026-08-31

If Your Money Received a Report Card, What Grade Would You Give It?

It’s Back-to-School Season: Time for Your Financial Report Card As children return to school and prepare for another year of...

2026-08-24

Up, Up and Away – Why Are Long-Term U.S. Treasury Yields Rising – and Should Bond Investors Be Worried?

U.S. Treasury yields have moved sharply higher since the Federal Reserve left its policy rate unchanged in July, with the...

2026-08-17

Financial Freedom

Having just celebrated our beautiful island’s 64th year of Independence I thought it was a good time to ask readers...

2026-08-10

Does “Secured” Really Mean Safer?

“I don’t want anything unsecured.” It’s a statement financial advisers hear surprisingly often. For many investors, the word secured creates...

2026-08-03

The Letter You’ll Never Receive

Letters from Tomorrow There are some letters we spend our entire lives waiting for. The acceptance letter. The offer letter....

2026-07-27

Is Your Wealth Really Growing—Or Just Keeping You Comfortable?

For many successful investors, building wealth is no longer the main challenge. The bigger question is how to preserve its...

2026-07-19

The retirement anxiety dilemma

Retirement is a big word. In their younger years, many people laugh and say things like, “Can I retire now?”...

2026-07-13

Why One Match Shouldn’t Define a Team—Or One Market Cycle Define Your Portfolio

As the FIFA World Cup enters its decisive stages, conversations around the world are becoming increasingly familiar. A team delivers...

2026-07-06

Kevin Warsh’s Fed: A New Era of Central Banking

The appointment of Kevin Warsh as Chairman of the U.S. Federal Reserve marks the beginning of a notable shift in...

2026-06-29

Going Viral vs. Getting Wealthy

Key Takeaways: Long-term investing rewards patience, while chasing trends often increases risk and reduces consistency. Compounding creates lasting wealth when...

2026-06-24

An Inflation Investment Strategy That Protects Real Returns

Key Takeaways: Inflation erodes purchasing power, making real returns more important than headline investment gains. Diversified portfolios are better positioned...

2026-06-22

Investing Like a World Cup Champion

As football fans around the world turn their attention to the FIFA World Cup, we are reminded that success at...

2026-06-15

More Investing Information. Worse Decisions.

Key Takeaways: More information can increase noise and lead to poorer investment decisions. Successful investors filter market noise and focus...

Blogs

Expert Financial Updates

Featured

Your Next Investment Doesn’t Have to Look Like Your Last

Your Next Investment Doesn’t Have to Look Like Your Last

Financial Moves to Make After Age 50 Part 2: Reducing Debt, Protecting Your Wealth and Creating Income

When Did Good News Become Bad News for Investors?

5 Questions to Ask Before Choosing a Wealth Management Company

Property vs Global Investments: Is Real Estate Enough to Build Wealth?

Bond Call Considerations

When Interest Rates Rise: Risks and Opportunities for Bond Investors

Short-Term Investments vs Mutual Funds in Jamaica

Financial Moves to Make After Age 50

Enjoy the Season Without Dreading January

When Higher Interest Rates Create Opportunity

When the Bottom Drops Out

Global Bond Investment Strategy Guide

Old Lessons, New Money

If Your Money Received a Report Card, What Grade Would You Give It?

Up, Up and Away – Why Are Long-Term U.S. Treasury Yields Rising – and Should Bond Investors Be Worried?

Financial Freedom

Does “Secured” Really Mean Safer?

The Letter You’ll Never Receive

Is Your Wealth Really Growing—Or Just Keeping You Comfortable?

The retirement anxiety dilemma

Why One Match Shouldn’t Define a Team—Or One Market Cycle Define Your Portfolio

Kevin Warsh’s Fed: A New Era of Central Banking

Going Viral vs. Getting Wealthy

An Inflation Investment Strategy That Protects Real Returns

Investing Like a World Cup Champion

More Investing Information. Worse Decisions.

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