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With the turmoil that was 2020 in the rear-view mirror, investors are looking to the future as vaccine distribution begins and the global economic recovery gains traction. In the months ahead, we see reasons for both optimism and caution. On balance,...

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 free weekly Step by Step – 1-18 with accompanying a...

Dear Dave, I was talking to a friend the other day, and I couldn’t remember what you said about the three good uses for money and why each is important. Would you go over them again? – Albert Dear Albert, I’ve been doing this for a lot of years,...

It’s a new year and the US capital market is still tumultuous. There is no other way to describe it. The headlines have said it all. No point to even try to explain any further in the aftermath of the assault on human rights, government budgets, demo...

One time, Mama Hogan looked at me and said, “Christopher” – she had my attention when she said my full name – “I don’t ever want you to be a ‘been’ brother.” I said, “Huh?” She explained: “A coulda been, shoulda been, woulda been kind of person. You ...

To say 2020 was a crazy year in the financial markets is probably an understatement. It was a great year to prove that almost anything can and will happen in markets. Here are a few lessons I hope many learnt. If I told you there would be a global pa...

January is here, and we all have high hopes for this year — especially after 2020. But here’s the thing about a new year: It’s still the same you. When midnight came on New Year’s Eve, there was no magic wand that transformed you and took all your pr...

Readers: The Bermuda islander Financial Planning Primer Steps 1-10a/10b, Your Personal Investment Review, is available on Monday, January 11, 2021, https://www.royalgazette.com/bermuda-islander In what seems like eons ago, Moneywise wrot...

Readers, The Dawn of New Beginnings: Book one of the Bermuda Islander Financial Planning Primer series, steps 1-10, Your Personal Investment Review, can be found at https://www.royalgazette.com/bermuda-islander/ This is the inception of a new monthl...

Readers: The Bermuda Islander Financial Planning Primer Steps 1-9 Employee Benefits and Independent Contractors will be published on December 28 at https://www.royalgazette.com/bermuda-islander/ Christmas and Boxing Day celebrations this...