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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...

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,...