MUTUAL FUNDS . INVESTMENTS   

Investment Articles

Aging is a natural part of life - something we are unable to stop no matter how hard we may try. Growing old is one of the few definite things we can be sure to experience in a normal, healthy lifestyle. Although the process is inevitable, the idea of growing old may be a cause of concern for some people. 

Published on: September 26, 2017

Author: Loise Silva - Investment Advisor

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There is a saying, “Life is a marathon, not a sprint”!  A good mantra that can be applied to your finances as well.  Adopting a marathon approach to your finances, allows you to take a more holistic view of your overall financial picture, which in turn will help you achieve your goals through the years to retirement.

Published on: August 28, 2017

Author: Nichole Murrell - Wealth Manager

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Planning for a child’s education is a major financial goal for parents because of the competitive work environment and rising annual costs. In this article, we look at mapping the route to academia to realise a child’s anticipated career path and how you should, as a parent, evaluate the target costs of children’s education within expected deadlines.

Published on: July 26, 2017

Author: Mellesia Lewis - investment Advisor

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So, you’re going to get married! The rings have been bought and planning for the Big Day is well underway. The way you feel about money and your saving, investing and spending habits may be the opposite of your spouse. Someone, a relative, a friend, has perhaps warned that money issues can put a hole in the best of unions, be open and honest with your spouse about money, they advise. A Wealth Manager might add that you should have the “money talk” early: Establish a budget, track your expenses and spending habits, have congruent goals, all to reinforce the high correlation between financial stability and a successful marriage. 

Published on: June 28, 2017

Author: Katrine Tom Yew - Wealth Manager

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