Ever since the U.S. (the world’s largest economy) contracted in the first quarter of this year, there has been speculation that the global economy could slip back into another recession. The odds were further boosted by the ongoing Russia-Ukraine war, unresolved supply chain issues and...

Aug 08, 2022

Whenever you think about retirement you probably think of travelling- whether by plane or yacht, or on a cruise to visit exotic locations around the world. You may imagine activities like golfing, fishing, hiking or just laying on beautiful white sand beaches which stretch as far as the...

Aug 01, 2022

Bonds can create a balancing force within an investment portfolio. If you have the majority of your portfolio invested in stocks, adding bonds can diversify your assets and lower your overall risk. So, how do you go about adding bonds to your portfolio and more importantly, why should you...

Jul 25, 2022

My previous article, Bond Basics I, covered several bonds-related concepts, including Face Value, Coupon Rate, Callability, Yield-to-Maturity, and Credit Rating. However, there is still a lot more an investor should know to better understand the seemingly complex world of bonds. Today, we...

Jul 18, 2022

Today we provide a market recap for investors who are patiently assessing the financial markets and trying to decide when and what to buy. This information will help direct you to pockets of opportunities and provide context for future market moves. Staying liquid is an important tenet of...

Jul 11, 2022

Last week my colleague Dwayne shared with readers the importance of financial agility, especially in volatile markets. An investor may wonder if they should change course and if there are truly opportunities out there when market conditions appear to be declining rapidly? While every...

Jul 04, 2022

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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