Log In

Inflation expectations just reached their highest levels in a decade and that has some investors on edge. Every week we see additional news coverage about resurgent inflation and rising longer-term interest rates. In the world of fixed income, intere...

The Bermuda Islander Fundamental Financial Planning Primer Book One: The Dawn of New Beginnings has five Steps left to run in its serialised version, featured weekly on The Royal Gazette website at www.royalgazette.com/bermuda-islander/ ...

Dear Dave, We’d like to own a home someday, but we know we’re not ready for that kind of financial commitment yet. Where does buying a house fit in your Baby Steps plan? – Heather Dear Heather, Buying a home when you’re broke is the easiest way ...

Dear Dave, A friend told me about your Baby Steps programme. I have one question, though. I noticed that according to your plan, saving for retirement should come before saving up a college fund for your kids. Why is this? – Natalie Dear Natalie...

The recent Gamestop phenomenom has triggered exclamations, disbelief and renewed interest across generation-divides in investing. Reviewing a few of thousands of financial media reports, we see stock trading apps, both new and well-established, promo...

Reminder: The Bermuda Islander Financial Planning Primer Book One :The Dawn of New Beginnings is being published weekly, step by step, 1-18 https://www.royalgazette.com/bermuda-islander/ The image captures it all. There is ten-year old Jaydyn Carr,...

TC-1, a team from Chatmore British International School, has forged ahead in the KPMG Senior School Investment Challenge. As of January 29, TC-1 had grown its initial $100,000 imaginary portfolio by more than a quarter, to a total of $125,118. In doi...

I started writing about taxes and new government initiatives in Bermuda, but something distracted me in the markets … GameStop (Ticker: GME). A lot has been written on this saga, and there is much to learn from this. I cannot help but ramble out a fe...

No matter where you stand on bitcoin, we can agree on one thing: It’s polarising. Some investors believe it’s the way of the future and others think it’s a scam. However, it’s gaining popularity. It’s likely that the coronavirus pandemic accelerated ...

Reminder: The Bermuda Islander Financial Planning Primer Book One: The Dawn of New Beginnings – Your Personal Back-2-Basics Financial Review to Dramatically Improve Your Lifestyle is being published weekly Step by Step – 1-18 with accompanying po...