The recent developments in our local financial sector have once again resurfaced the issue of risk and safety of our investments. As investors, we frequently neglect to ask the important questions that are needed to assess the safety of our banks, pension savings, investment houses or...

Jan 30, 2023

If you are approaching retirement and have actively been investing, you have probably been concerned if your portfolio statements show your nest egg decreasing in value due to the downturn in financial markets. As my colleague Dwayne mentioned last week Economists and Analysts are...

Jan 23, 2023

There has been much talk of a US recession or even a global recession occurring in 2023. Economists and analysts are predicting that a recession is highly likely to occur during the year. Some predict a mild recession while others predict a more catastrophic situation. But what is a...

Jan 16, 2023

He’s making a list. He's checking it twice. He’s going to find out who’s naughty or nice… The following investment behaviours or practices will not only land you squarely on Santa’s naughty list but they will also lead to less than optimal performance of your investment portfolio.


Dec 19, 2022

Inflation generally refers to the rate at which prices of goods and services in an economy increase. It affects a country's economic development both positively and negatively. While excessive inflation leads to economic loss, controlled inflation is necessary for economic growth. All...

Dec 12, 2022

Last week my colleague Dwayne highlighted the importance of reviewing your portfolio. As he mentioned, a “set it and forget it” approach does not truly allow an investor to maximize their portfolio returns. Ignoring your portfolio and not rebalancing is akin to never servicing your car...

Nov 28, 2022

When thinking about our financial future, we usually think about planning for ourselves- our retirement, our children’s college education, but have you planned for your parents? If they have not properly planned for their future, when they retire or get sick you could find yourself taking...

Nov 07, 2022

Earlier this week, Tropical storm Ian passed through the region and caused much panic and chaos in the islands which were affected by the strong winds and heavy rains. Here in Jamaica the situation was no different. Those who were adequately prepared remained calm in anticipation of the...

Oct 03, 2022

A promissory note, also called a "pro note", "p note" or simply "note", is a type of fixed-income debt instrument, similar to a bond, loan or even an IOU, in which one party, known as the issuer, makes a written promise to pay a certain amount of money to a specific person or entity...

Sep 19, 2022

Many local financial institutions have discontinued offering repurchase agreements, more popularly known as “repos”. However, repos should not be overlooked. Although simple in nature they are very useful short-term investments and can be a valuable addition to your portfolio.


Sep 12, 2022

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