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Dear Dave, What is the main difference between people who follow your plan, stick with it and succeed, and those who fall off along the way? — Damon Dear Damon, I’ve walked with thousands of families through financial problems. Some of them were...

Since early last summer, the US Federal Reserve has been talking about tapering. In order to support the economy during the pandemic, America’s central bank has been keeping longer-term interest rates artificially low by purchasing US Treasury bonds...

Even with bitcoin, when one door closes, another opens in the ever-evolving crypto world! The conception, reception, and rejection of bitcoin and related cryptocurrencies as legal tender in two very different countries: China: In the toughest bl...

Dear Dave, All the talk on the news about inflation is a little scary. Is there any way to protect yourself against it on a day-to-day basis? – Garret Dear Garret, When people start talking about inflation, it seems like there are always some who wa...

Almost any heightened euphoric report about some “fantastic” equity stock position tends to raise my total sceptic alarm system. Yes, it’s probably an over cynical reaction, but that’s the training of investment professionals worldwide who are fiduc...

Dear Dave, I have a good job and make pretty good money, but I’m tired of always worrying about my finances and being strapped for cash at the end of the month. I’ve heard you talk about getting out of debt and living on a zero-based budget, but what...

This article is part three of the series on rewiring retirement. You were a modern working couple, headed to, or in retirement. Throughout your lives, working careers, family nurturing, relative caregiving, you have almost never, except possibly...

Dear Dave, I have decided it’s time to get control of my money. Your plan sounds workable, but I talked to some friends about it, and they think I would be better off using a credit card for emergencies. Can you explain why you advise saving a separa...

The Bermuda Monetary Authority is seeking stakeholder feedback on its development proposals for a conduct of business framework, providing guidance on how regulated financial services treat their customers. The proposed new Code of Conduct has been d...

The Financial Literacy Series will again to be offered this fall by Bermuda’s Chartered Financial Analysts. The CFA Society Bermuda, in partnership with the Bermuda College PACE Program, provides an introduction to basic money and financial concepts....