Just as hurricane season acts as a reminder of the need to protect our homes from turbulent weather, each year investors face a familiar challenge: how to protect their portfolios amidst potential financial storms. Much like preparing for severe weather, smart investing involves fortifying...

Jul 08, 2024

The “Higher interest rates for longer” phenomenon in the US has created a brief window of opportunity for investors to lock in attractive yields that will outlast the current cycle. Investors can enjoy higher returns even when interest rates decline. On Friday May 31st, 2024, the 2-year US...

Jun 03, 2024

As individuals, we all have certain biases and beliefs. They stem from different sources and profoundly impact how we think and go about things in our daily lives, including how we invest. While some notions like discipline and patience help in the investing journey, certain biases can...

May 27, 2024

In the dynamic world of investing, arming yourself with current and factual information is key. Investors sometimes fall in the trap of searching for a “unicorn”, the perfect bond at the perfect price at the perfect time, and so may end up waiting in vain. Additionally, decisions made on...

May 20, 2024

When investing in bonds, it is important to understand all the details of the structure of this financial instrument, including what happens in the event of a default. While the thought of a bond defaulting can be very concerning, it is essential to approach the situation with optimism and...

May 13, 2024

As the global economic landscape continues to evolve, investors are closely scrutinizing the trajectory of U.S. Federal Reserve (Fed) policy in 2024 and its implications for financial markets, particularly for bond investors. The recent fluctuations in U.S. economic growth and inflation...

May 06, 2024

Each month, thousands of Jamaicans contribute 5%, 10% and as much as 20% of their monthly salary to a pension fund or individual retirement account. In some cases, this is matched by your employer. The most important message for these contributors is that - your pension investments will...

Apr 22, 2024

As I wrap up my article series "Securing Your Legacy," we look back on the journey we've shared. Throughout the series, we've explored the significance of defining your legacy, establishing clear goals, and delved into the importance of estate planning, selecting the right financial...

Apr 15, 2024

“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

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