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Readers, this is a revised edition of retirement articles I wrote in September 2000. More than 21 years later, as a financial and retirement planning professional having worked with hundreds of clients, my thinking (and advice) on this life stage has...

We’ve reached a halfway point in the year, and if you’re also in the middle of your debt-free journey, your motivation may be in a slump. The excitement of starting your debt-free journey may have worn off, and now you’re in the daily grind of payin...

Banks, insurance companies and other financial sector stocks have been big winners this year. Rebounding sharply after last year’s wipe out, the sprawling industry has advanced by 19.39 per cent year-to-date. The sector’s return has exceeded the broa...

When The Hashdex Nasdaq Crypto Index ETF (HDEX.BH), listed on the Bermuda Stock Exchange, went live in February this year, it was another innovative first for Bermuda, the world’s premier risk capital, the BSX and listing sponsor Clarien BSX Services...

Have you ever started out the weekend with exciting plans only to have them come to a screeching halt? I have! That's what happens when you have three little kids. The same is true of our money goals: sometimes they get derailed. But just because ou...

Scammers are pure evil and absolutely brilliant, a devastating combination. They can mimic any person, service, website, phone caller, regional accent, technical support anywhere, any time. They target the elderly and other deemed technically illiter...

Dear Dave, My wife and I are in our late 20s, and we’re on Baby Step 6. Recently, my mom reached out to me for help. She has a car lease that ends next month, and she asked to borrow $2,000 so she can pay it off. It’s a weird situation, because my pa...

Dear Dave, My husband and I are both teachers, and we’re on Baby Step 7. We’re struggling with things where our wills are concerned. Three of our four adult children aren’t being wise with their money, and my husband and I disagree on how to talk to ...

Social trading platforms continue to increase in popularity as Covid-inspired retail (and possibly industry) investors are chatting, collaborating, observing, and mirroring other traders’ strategies about what, how, when, and why investing is powerfu...

Dear Dave, I’m 22, and I just recently graduated from college. I’m lucky enough to be walking into a job making $60,000 a year with a company I interned with during school, and I’ll be living with parents for the next few months. I have about $50,000...