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Investing during COVID-19 has been fraught with uncertainty, heightened volatility, fear and despair. Most money managers erred on the side of caution and chose to stay liquid in low-risk investments. However, amidst the turmoil of the year, many people found themselves with a lot more...

Structured notes are un-rated debt instruments issued by large banks which make periodic payments that depend on the performance of an underlying asset or group of assets, such as a single stock, stock indices, a basket of stocks, interest rates, commodities or foreign currencies. For...

''Work smarter not harder'', the famous words of Allen F. Morgenstern, can be interpreted in many ways. Most times it is interpreted as finding methods to reduce the effort required to complete a physical task. Many people neglect the fact that this phrase can also be applied to achieving...

Did you read the title and immediately picture two opponents with swords drawn getting ready to battle it out in a fencing match? Well, even if you didn’t, the literal translation for “en garde” is “be on your guard”. You may not be in a literal fight but there are many things that we must...

As long as I can remember, I have been fascinated by stories of extreme weight loss. I would go through the before and after pictures, diligently comparing the two to ensure it was really the same person and then I would read in depth the measures that the person took to achieve losses of...

One of my favorite things about my job is that I get to meet so many different people, but I have a special soft spot for people who are nearing retirement or are already retired. This can be a daunting period of life and I find joy in helping them to make investment decisions that will...

As investors, it is important to determine and clearly state your investment goals and objectives. Before undertaking an investment, one must have a clear picture of the desired outcome. In most cases, the investment objectives can be narrowed down to three main categories. Investors may...

Private equity has made the news recently with groups of professionals calling for pension funds to invest more heavily in this asset class. Like any investment, there are many risks associated with this particular asset class and the benefits accrue to a select few who are able to execute...

In the famous song “My Way” sung by Frank Sinatra, the crooner sings “Regrets…I’ve had a few, but then again, too few to mention.” However, when you look back years from now on the events of 2020, what will you wish you had done differently? In this column, we have written ad nauseum on...

Fear is one of the most basic human emotions. It is programmed into the nervous system and works like an instinct. From the time we are babies, we are equipped with the survival instincts necessary to respond with fear when we sense danger or feel unsafe. Fear helps protect us.

However...

Important Resources

Understanding Bonds

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Biggest Investing Mistakes Right Now

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How Mutual Funds Work

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