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  • Profile
  • Services
  • Phoenix Funds
  • Resources
    • Pricelist
    • Downloads
    • Monthly Reports
    • FAQ – Frequently Asked Questions
  • Career
  • Contact
  • Open an Account
    • Account Opening (Individual)
    • Account Opening (Corporate)
    • Joint Account Form
    • Client Update Form
      • Client Update Form – Individuals
      • Client Update Form – Corporate
      • Client Update Form – Estate

October 2025

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Financial Boundaries

Building Financial Boundaries Around Your Investment

BlogsBy Samuel ObayomiOctober 22, 2025

The most significant threat to a successful investment strategy is not always the market; sometimes, it’s the lack of financial boundaries. Your goal is not just to make money, but to keep that money working for you, allowing compounding to do its magic. But do you align with this? No matter your response, here’s how…

Opportunity Cost

The Opportunity Cost of Using Your Investment as Instant Cash

BlogsBy Samuel ObayomiOctober 16, 2025

We have all been there. Life throws a curveball, and an unexpected expense surges up, a car repair, a sudden medical bill, or even just a tempting opportunity that requires immediate funds, and there it sits, your investment portfolio, looking like a tempting pile of “instant cash.” But before you hit that sell button, pause,…

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