Give the gift of a Mutual Fund this Christmas.

Give the gift of a Mutual Fund this Christmas!   With Christmas fast approaching, every year we are all tasked with the responsibility of what gift to give our loved ones, and in particular, our children. While we generally gift toys or clothes, why not be a little innovative this year by giving a financial gift, one which can add long term value to your child’s life and teach them the value of money from a very tender age. If […]

No Carnival? Perfect time for a Carnival Financial Makeover

No Carnival? No problem … We got You! Carnival 2021 has officially been cancelled due to the pandemic. While some of us may be missing the usual festivities, some of us are also struggling with the financial impacts of  treating with the  virus. As such, now may be the opportune time for you to focus on  your personal finances, and we’re here to help!             We have sculpted  the perfect ‘Carnival Financial Makeover’  to allow […]

Investing 101 in T&T- Part 3 (Avoiding Scams)

  In our two previous Blogs we shared some of the tools that you can use to get started with investing, as a means of making your money work for you. We focused on  some of the available resources on our investor education website www.investucatett.com such as: a risk profile test, Investor Education Manual and Work Book and Online course, blog articles, life stages and our Investing Game, Investor Quest tt – www.investorquest-tt.com. We also discussed some of the key […]

Investing 101 in T&T- Part 2 (Investor Profile)

  In our last post, we discussed the basics of investing, setting financial goals and deciding on the type of investment that may best suit you. In this post, we’ll focus on creating your personal  investor profile and guide you through the process of  selecting an investment option that will help you achieve your financial goals.   Investor Profile An investor profile is an outline of what your preference is when it comes to investing. Key considerations to note when […]