CFAL Talks Podcast

In this episode, we compare the benefits of outsourcing your corporate pension plan to CFAL to managing it internally. We also discuss a question that we've received quite often recently: Is NIB a tax? Listen as we explore these topics and share your feedback with us online.

We already have the power to achieve financial enrichment - it starts with our thinking. Our beliefs about money are passed from generation to generation early in life. What are your money beliefs? What are you teaching your children about money, directly or indirectly? Pamela Ferguson, VP of Investments, shares personal stories and ways to enhance your life financially in this powerful episode.

In May 2022, Prime Minister and Minister of Finance the Hon. Philip Davis, suggested that the 2022 Bahamas Budget, under the theme "The Way Forward, will put the country on course to rescue the economy.

In 1997 - the year that CFAL was established - gas prices were $1.99 per gallon, equity trades were conducted over the counter, and BISX didn't exist.

Our 25th anniversary Leadership Series continues as Pamela Ferguson sits with Larry Gibson, another found principal of CFAL, to discuss the development of the country and his contributions to the Bahamian financial services industry.

This year, we're celebrating 25 years in business! In this special Leadership Series episode, our Pamela Ferguson interviews Kenwood Kerr, one of the founding principals of CFAL, about his history with the company, his legacy, and the future of the industry.

Our conversation about the rebound of the tourism industry with Anthony Ferguson, Lashell White, Angelo Butler, and Pamela Ferguson continues.

As our tourism industry rebounds from the devastating impact of COVID-19, it is imperative that we seek ways to expand the industry while ensuring that the benefits for Bahamians are maximized. Anthony Ferguson, Lashell White, Angelo Butler, and Pamela Ferguson dive into this exciting topic.

In the final installment of our Fiscal Strategy series, our team of financial analysts and experts summarize their findings regarding the 2021 Fiscal Strategy and Debt Management Report published by the Government of The Bahamas.

Will the recent tax rate changes help to put our nation back on the track for financial success? Our analysis of the 2021 Fiscal Strategy and Debt Management Report, which was recently released by the Davis administration, continues in part 2 of our Fiscal Strategy series.

Excessive debt, increasing unemployment, and other economic concerns threaten the future of The Bahamas. In the first episode of our three-part Fiscal Strategy series, Pamela Ferguson, Lashell White, and Angelo Butler discuss the details of the most recent national Fiscal Strategy and Debt Management Report and review the current administration's plan to move our country forward.

What does the decision of the Central Bank of The Bahamas to discontinue public brokerage service mean for the Bahamas registered stock market and the Bahamas capital markets at large? Our team of experts provides all the information you need to make informed decisions regarding the announcement.

Sophia Thurston, our VP of Pension Administration and Operations, believes that finding your passion early can lead you to great success. In this episode of CFAL Talks, she recounts her educational journey, talks about how she found her passion, and shares her money habits to encourage others to establish discipline and consistency to achieve their financial goals. Click the link to get inspired!

How does a young boy from Crooked Island who grew up farming before the school day began grow up to become the President of an investment management firm that manages over $2 billion in assets? Anthony Ferguson, President of CFAL, explains as he shares the details of his educational and career paths, personal insights, and why he sees himself as a servant of others first.

Lashell White partially credits her grandfather's love of calculus, which she grew to love during her childhood in Andros, for her affinity for numbers. In this episode, this accomplished CFAL Investment Manager shares more about her strong determination to succeed and advice about how she sticks to her savings and investing goals in a society that promotes increased consumption.

In part two of our conversation with Angelo Butler, Senior Financial Analyst, CFA, and UB graduate, talks about why he thinks education should be our top national priority, lessons learned from his personal financial experiences, and why you should get into the habit of saving and paying yourself first early.

A New Year, A New Beginning In this employee spotlight feature episode, we learn about the career and financial habits of Angelo Butler, Senior Financial Analyst.

Do will more "jabs" help us create more jobs? Is the speed of our economic recovery tied to the vaccination rate? Analysts at Moody's certainly think so. On September 17, Moody's downgraded the sovereign debt again from BAA to BAAA. What will this mean for Bahamians and what do we need to do to strengthen our financial position and reverse this downward trend?

In Part ll of this penetrating series, Pamela Ferguson, Lashell White, and Angelo Butler take a deep dive into the most significant economic issues that may impact the general elections including the impact of COVID-19, the state of our healthcare and education infrastructure, the unemployment rate, and more.

What will sway your vote? In Part 1 of this timely discussion, Pamela Ferguson, Lashell White, and Angelo Butler analyze the state of the Bahamian economy and all relevant issues ahead of the general elections on September 16th.

Claudia Thompson, Client Relationship Officer and Pension Administrator, continues reviewing the features and benefits of the CFAL Blue Marlin Pension Plan and discusses planning for a happy retirement with retiree and CFAL client, Anthea Cox.

Did you know that fewer than 30% of Bahamian companies provide pension plans for their employees? Claudia Thompson, Client Relationship Officer and Pension Administrator talks about planning for a comfortable retirement and what life after retirement can be like with Anthea Cox, a retiree and CFAL client.

Sophia Thurston, Claudia Thompson, and Richard Pinder continue sharing valuable insights to help you create a personalized financial plan for retirement.

Now that you know that the CFAL Blue Marlin Retirement Plan is the pension plan of choice for Certified Financial Planners, let's talk about how it works. From setting up your account, to setting a retirement funding goal, to choosing the best investment strategy to help you achieve that goal, our team walks you through the details in this first "how-to" episode.

Did you know that less than 30% of Bahamian businesses offer pension plans? Nathaniel Butler, Certified Financial Planner and founder of Drewber Solutions, explains why he created his retirement account with CFAL, the leading Bahamian pension planning firm.