Is there a way to invest without losing your shirt (and pants)? Now in early fall this year, although you would not know it by the summer weather here, small investors are still feeling tentative abou...
It is 1979. You are 41-years-old and a blessed event is on the way! It is a little unexpected as you and your spouse (age 55) have two older children. But it is a thrill never the less and you both pu...
Anyone who does not think that there is an election pending has been missing the signs.
The rhetoric, the promises of new programs, the photographic and interview opportunities, the demands and whinin...
Risk, volatility, and perceptions of strength. Another long tiresome week in capital markets where investors had to witness severe swings of positive and negative values. Volatility in capital markets...
There is an old investment saying out there, “a rising tide lifts all boats.” An additional comment could be, ‘When the tide goes out, all boats (the good, the bad, and the indifferent) sit in the muc...
The sky has not fallen yet. Moneywise has refrained from lecturing about the seriousness of the changes in our economy. I really didn’t have to, since so many other very concerned citizens have alread...
With the announcement last week from one of our major local banks, HSBC Private Bank Bermuda that they would no longer support accounts owned by US citizens, Bermuda residents with dual-citizenship wi...
Debt is easy money. A lump sum payment, upfront cash, easy to justify, easy to spend. Trouble is, what you bought with it, is not yours, not until you pay the cash back.
Personal debt is a personal b...
If ever there was a time when you need a financial plan in your life, this may be it.
Uncertainty over the domestic economy, your job may be on the line, your family may be under financial pressure, a...
The Greeks considered ethics a moral philosophy employing right and wrong, good and evil, and responsibility for one's actions. Roget's thesaurus defines ethics as goals, morals, principles, standards...
