MUTUAL FUNDS . INVESTMENTS   

Investment Articles

How should women begin their financial journey

Financial life Planning is a method of personal finance that works from the inside out –in keeping with what may come naturally to us.  As women we are natural planners, so why not start with a good financial plan – the questions below will help you determine what’s most important to you:

1. If you had more money or time what would you do?
2. What do you want to achieve or attain so that you feel that you have lived your life well?
3. What moves, touches or inspires you?

These types of questions come naturally to us and can be used to look at saving and investing as a form of “self-care.”

Published on: March 28, 2018

Author: Bliss Seepersad - Wealth Manager

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We can feel a buzz in the air- Women are on the rise in Trinidad and Tobago – our latest achievement is the choice of our 1st female President of the Republic of Trinidad and Tobago. Women are on the rise too, financially speaking. The potential for future growth in terms of investable assets is growing.

Published on: March 07, 2018

Author: Bliss Seepersad - Wealth Manager

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It would be difficult to achieve one’s financial goals by placing cash assets solely into a traditional savings account and expect it to grow. It would be similar to watching paint dry, or grass grow. Actually, the latter comparisons would probably come to fruition at a much faster pace.

Published on: February 28, 2018

Author: Anthony Bisnath, Investment Advisor

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Understanding how money works is key to making your money work for you.

In a world where we are constantly bombarded with advertisements and pressure to keep up with the Jones’, it may become more difficult to focus on a long term investment strategy. We make excuses that it is too complicated and that it’s too risky to invest, but the truth is the biggest risk we face is poverty in old age.

Published on: November 29, 2017

Author: Vicky Sookdeosingh - Investment Advisor

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