According to FSC data, the private pension industry grew by 16% in 2019. More people are contributing to pensions- which is a positive development. However, are these pensions able to give the investors a positive return and support them in retirement? Could you be investing in a pension...

U.S. equity and bond markets have staged a remarkable comeback since their demise in March when lockdown measures were imposed to address the spread of the coronavirus.  The recovery in financial markets has also spread globally on optimism over the reopening of economies as well as...

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...

Is it over yet? I am sure you have found yourself asking that question (repeatedly) as we navigate “the new normal” and continue to practice social distancing in this COVID-19 world we have found ourselves living in. If you are one of the lucky ones, your income has not been affected and...

So, you bought your investment-grade bond in 2016 when bonds were going for cheap … say at 100. You planned to sell at 115 and make a tidy capital gain of 15% (NB: if you bought 200,000 face value of the bond, this would translate to $30,000 gain). You are on your way to your desirable...

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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