MUTUAL FUNDS . INVESTMENTS   

Investment Articles

How do you feel about New Year’s resolutions? Studies have shown that only 8% of people who make resolutions actually go through with them. The other 92% fizzle out one to three weeks, not even a month. Why? Put simply, the excitement of the season and the hope of a new beginning really puts some pizazz into the whole new year thing. People ‘over-resolute’ and make some pretty big promises to themselves. This could be both ineffective and dangerously counter-productive as plunging head first into a new ‘habit’ and then fizzling out will in turn be demotivating. 

Published on: January 31, 2017

Author: Anil Rajkumar, Investment Advisor

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What is your New Year’s Resolution?

The promise of a new year, brings a host of emotions, it’s as if we are offered a clean slate, a “do-over” of sorts, and are now empowered to take control and make positive changes. Usually at the top of the list is some Financial Goal since we all want to say eventually that we have attained “Financial Freedom” by increasing our net worth and eliminating our debt.

Published on: December 13, 2016

Author: Vicky Sookdeosingh, Investment Advisor

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Some of the most compelling reasons for investing are:

  • The prospect of not having to work your entire life and still maintain a comfortable life style
  • Funding your children’s education.
  • Looking after major expenses without depleting your assets

Published on: November 15, 2016

Author: Bliss Seepersad, Wealth Manager

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Retirement is the major goal that we inadvertently aim for when planning our future. No matter how we state our goals it comes back to retirement. We may say that we would like to put away for a “rainy day “or plan for a “comfortable life” and we believe that once we have a monthly salary we are in a comfortable position, however it’s at retirement our “comfortable life” may be most in jeopardy.

Published on: October 11, 2016

Author: Rodney Boodram, Wealth Manager

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