Investor Education

August 30, 2019

Gaining Financial Independence

Discipline, Tolerance and Production. The watch words of our beautiful twin island, Trinidad and Tobago.  As a body politic, these words apply to every dimension of our lives. One such dimension in particular is our financial lives. We tend to spend a great deal of time mentally juggling mechanisms that will allow us to competently pay our expenses and still remain with sufficient disposable income to invest and recreate ourselves. We make it our duty to strive toward gaining Financial […]
August 22, 2019

The JAVA Budget

Make JAVA days, better days, with a JAVA Budget.   The sunny JAVA months make it easy to unwind. Unfortunately, it can also mean unwinding financially. You may probably be wondering, “What does “JAVA” mean?” Well, in case you missed it, “JAVA” is simply an acronym for the July-August Vacation. For the most part, your finances get derailed during this period of the year as a result of many personal  commitments or responsibilities that arise which include: graduation ceremonies for […]
July 30, 2019

MFATT: Types of Mutual Funds

A Mutual Fund is a collective investment scheme that pools investors monies to form the source for investments in various securities depending upon the investment objective of the scheme eg. equities, bonds, money market instruments, other financial securities.   For investors who would like to invest in mutual funds, where do they start? The number of funds is so large and investment programs so varied, that investors could become overwhelmed. Generally speaking, there are four broad types of mutual funds; […]
January 21, 2019

Ultimate Guide to Financial Stress Relief

At some points in our lives many of us experience signs of financial stress or worry. Whether it is a child struggling to save enough money to purchase a gift, or an adult avoiding debt, paying bills on time and making ends meet, we all experience varying level of stress at one time or another.   Financial stress stems from: too much debt not earning enough money the expense of raising kids differing views about how to manage finances the […]