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’Twas the market before Christmas and all through Wall Street, Investors cheered a stock market treat! People went out but with an abundance of care, As Covid-19 was still in the air. Trump still lies snuggled in his White House bed, With dreams of v...

I love this time of year. The holidays are my absolute favourite, but not just because of the lights and food and family time. I also love that we have the opportunity to reflect on where we’ve been and decide where we want to go. And if we’re being ...

Readers, The Dawn of New Beginnings: Book One of the Bermuda Islander Financial Planning Series is available under the menu bar BUSINESS/ Bermuda Islander. Step 9: Employee Benefits will be posted on Monday, December 21. Be sure to use the link ...

Bermuda residents who found themselves in Britain for an extended time this year, due to Covid-19 pandemic restrictions and closed borders, may have triggered British tax liabilities as a result. The chances that this happened increase for those who ...

Dear Dave, I lost my job a few days ago. We had an idea cuts were coming, but I thought it wouldn’t happen until well into the new year. My wife works, so that’s a good thing, and we’re both in our thirties. Do you have any advice for how we should h...

Readers, The Dawn of New Beginnings, Book 1 of the Bermuda Islander Financial Planning Primer Series, is available under the menu bar/business/Bermuda Islander. It features Step 6, Your budget tracker; and Step 7, Debt want versus need. Step 8, Your ...

We all had big dreams as little kids. Maybe your dream was to be an astronaut, a musician, or even a mermaid! But when you got a little older, and a little wiser, real life set in and you realised – for one reason or another – that wasn’t going to h...

Financial complacency, insecurity, and excellence juxtaposed. We Bermudians tend to suffer from the extremes of a bipolar social syndrome. At times, we’ve committed the national sin of arrogance and self-confidence in “our special place on this earth...

Dear Dave, My husband and I usually have a few disagreements around the holidays when it comes to Christmas spending. Do you have any advice for eliminating this kind of thing, and making the financial side of Christmas a little less stressful? – Kel...

Readers, The Dawn of New Beginnings, Book 1 of the Bermuda Islander Financial Planning Primer Series, featuring Step 6, Your Basic Budget Tracking Income and Expenses, will be posted on Monday, November 30. Be sure to use the link https://www.roy...