Wednesday 21st September
Alexander Goulden (Branch Manager) and Lewis Cohen (Financial Advisor) were back on air with Dr Doug on GOLD in Cayman for the monthly Wealth Wednesdays slot. Keep an ear out for the team’s next appearance on 26 October, during your drive to work in the morning.
Alexander shares an important reminder that clients are often better served thinking about their long-term goals and asset allocation rather than focusing too much on the media’s latest investment “buzz”. He goes on to highlight that in the current market environment there are a lot of investors that are attracted to the fixed income returns available as opposed to not earning anything on cash deposits at the bank.
Dr Doug shares a personal family situation and asks what types of investment options could be available to best manage the extra money to secure the rest of his mother’s retirement.
If you have any questions or would like to chat with our Cayman team, you can reach them at +1 345 233 0100 or fill out an enquiry form on our contact us page.
LOM Financial Cayman is a branch of LOM Financial (Bermuda) Limited and is licensed to conduct investment business by the Bermuda Monetary Authority.
The information contained in this article is for information purposes only, and represent the views of the author. It is not intended as specific investment or financial advice, or a recommendation or solicitation to buy or sell any security. Any investments or strategies listed in this article may not be suitable for all investors. Past performance is not indicative of future performance, and as with any investment, prices may fluctuate. It is recommended that advice is sought from a qualified investment professional prior to implementing any financial plan. LOM has made every effort to ensure that the contents herein have been compiled from sources believed reliable, however LOM does not warrant the accuracy, adequacy, timeliness, or completeness of this information expressly disclaims liability for errors or omissions in this information.