Family composite case #1. How are your personal investing and planning skills? I spend a lot of time writing, extolling, exhorting, and postulating on the way individuals and families should, could, m...
This is a follow-up article to the original posted on May 23, 2009.
When The White House announced the latest of US tax initiatives called ‘Leveling the Playing Field: Curbing Tax Havens and Removing...
It has never been easy to figure out what your life and your lifestyle will be in the future. Then, again, predictability, often considered an archaic concept in the first place, may never have existe...
Do you know the real cost of purchasing and owning a mutual fund? It is hard to figure out, even when you are truly conscientious in reading all of the fine print in the investment materials. Part of ...
Continuing series on the Bermuda Investment Primer.
Aside from seeing relentless withdrawals from your paycheck, assuming that you are checking each month to be sure that your employer is contributi...
The topic of discussion this week is the United States Supreme Court opinion rendered on February 21, 2012 in the matter of Kawashima v Holder. The Supreme Court affirmed a Ninth Circuit decision that...
Education, education, education. First, there is no excuse for not learning today. And, I am not apologising for this statement, either. If you have the will and the interest, and whether you liked or...
Launching a bond offering. The last time the Bermuda government borrowed money on a long-term repayment plan (this did not include the revolving cash overdrafts), the Bermuda public knew little of the...
Continuing the Bermuda investment primer series
Accompanying the Bermuda Government release of the Budget numbers for this fiscal year was a small notation that “later in the year” there would be a b...
The annual budget of the current Bermuda Government was presented yesterday, after this article went to press. I will have commentary on its content next week.
According to biztaxlaw.com, a basic bud...
