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Let’s talk about generational wealth. When you hear that term, you might picture “old money” or a huge fortune that gets passed down through the family line and think, “but my family never had that kind of money”. How could I ever build that kind of ...

Dear Dave, I’m having a hard time saving money. Do you have any practical advice for saving when you have an average income? ­— Nikki Dear Nikki, One thing I’ve learned over the years is that people only start saving money when they learn healthy mo...

Have you ever felt overwhelmed? We all have at some point in our lives, especially when we’re faced with the unknown, something we can’t control, or a season of life when our to-do list seems never ending. Wait, isn’t that every season? Let’s be hone...

Dear Dave, With Covid-19 and all the resulting economic problems, do you have any advice for what a young person can do to prepare for the future? ­— Kyle Dear Kyle, Regardless of the coronavirus or any economic situation that might arise, there are...

CFA Society Bermuda, in partnership with Bermuda College, is to offer a four-session series on building financial literacy. The course, which was first offered last year and which comes under the College’s Professional and Career Education division, ...

Your first few days at a new job can be an emotional experience. You’re excited about the possibilities, but a little nervous about starting a new chapter in your career. There’s pressure to perform, and the expectation to achieve great things. There...

If you have a college-bound teen, you’re probably both a little stressed out right now. And your teen might even be feeling downright sad if their college plans aren’t shaping up the way they’d hoped because of the pandemic. That’s okay. Change can b...

As human beings, emotions drive a lot of our financial decisions. And you know what we’re spending a lot of time with during the quarantine? Our emotions. If you’ve had a rough day and you’re feeling angry or sad, you might buy a new outfit because ...

Dear Dave, I’m single, and I’ll be a pilot in the military for the next ten years. I’m also debt-free, have a fully funded emergency fund, and I’m saving 15 per cent of my income for retirement. After my military days are over, I plan to work as a co...

The stock market has been on a tear, yet the economy is in the dumps. So why do so many people believe — undoubtedly incorrectly — that the stock market has decoupled from reality? The economy many people experience, while bleak, is local, personal a...