Julian Bond Blog
Desde chiquito me dijeron que yo era bueno con los números, pero lo mío no es tanto eso… sino que lo entiendo y lo explico en palabras súper simples para que todos podamos entender y hablemos el mismo idioma. Claro, yo sé perfectamente que esto de las inversiones y las finanzas pueden parecer complicado pero ¿sabes qué? No es necesario ser un gurú de Wall Street para entender la industria.
Mi filosofía de vida incluye un poco de riesgo, tirarme en paracaídas y bucear pero también me gusta estar tranquilo y disfrutar de las cosas sencillas de la vida. Mi filosofía de inversión se parece mucho a mí. Me di cuenta que esto de invertir y los numeritos no es para nada complicado. Lo único que hay que ser es disciplinado. Por eso decidí abrir este blog para que todos podamos entender cómo lograr nuestros sueños a través del ahorro y de las inversiones de la mano con JMMB. Pero no todo es “ahorros e inversiones”, también conversaremos sobre finanzas personales y la configuración optima de nuestras deudas.
Pero eso no es todo, cualquier pregunta que tengas, envía un correíto a info@jmmb.com.do o llama al 809.566.JMMB, que encantados de la vida te orientaremos y te contestaremos todas tus preguntas.
¡Bienvenido a mi blog!
Conquering Back-To-School Expenses
Ding–a-ling-a-ling, the school bell will be ringing again soon and the summer fun will soon be over. “Are you financially ready for all the back-to-school expenses?” It is amazing how several “little costs” add up to a major expense, here is a budget template to help you: 1) capture your expenses accurately 2) have an accurate knowledge of the total cost and/ or 3) determine any shortfall you may have.
Your Budget Friendly Vacation Guide!
You work hard, you deserve to also play hard; you deserve an awesome vacation. How can you ensure that playing hard does not force you into financial stress; which will eventually cause you to working harder and playing even less? Whether your vacation involves fun at home, a romantic getaway, an all-inclusive “staycation” or jetting off for an exotic destination overseas, here are some tips to help you ‘PLAY’ on a budget.
Play Ball: Creating a ‘Winning Portfolio’
Do you remember your high school days of playing money football? A small coin was the ball and each person had one player, a larger coin. The player would be hit with a fudge stick, to score on the opponent. That single player was defender, midfielder and forward. Some of us use one player in our investment strategy, for example cash or stocks, much the way we play in money football, and expect it to play multiple roles in our portfolios. However, your investments will work better for you if, like the real game of football, you have several players positioned in their right role.
Balancing Your Portfolio’s Risk & Return with Unit Trust
The financial sector is seeing a shift away from repurchase (repo) agreements, and the corresponding popularity of collective investment schemes (CIS), in addition to the decline in interest rates on savings accounts. Against this background if, as an investor, you are interested in potentially higher returns, you may need to consider investing in other investment instruments, such as collective investment schemes (CIS) - which includes both unit trusts and mutual funds.