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.


Since the advent of the COVID-19 pandemic, life for everyone has changed significantly. For investors it’s a whole new paradigm, and I am sure that many are questioning whether the investment decisions that they have made were the right ones against the background of tumbling financial...

Have you ever made a mistake? If you have bought bonds and one or more subsequently defaulted whether recently or in the past, you probably know what I am talking about. Is it easy? Not at all. You grapple with a lot of frustration, a lot of anger and of course some amount of helplessness...

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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40 Knutsford Blvd
Kingston 5
Jamaica W.I.

Tel: (876) 754-2225
Fax: (876) 754-8103

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