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Here are my observations of a very interesting last week in the world of finance and economics and the implications for Bermuda. Dollar dominates: the US dollar achieved parity with the euro. The euro currency, established by the provisions in th...

With skyrocketing prices everywhere you turn these days, it’s more important than ever to take control of your money by making and sticking to a monthly budget. And I’m a big believer that every married couple should have a monthly budget meeting be...

Inflation is driving up the cost of everything at bewildering speed for our economy. Combating the direct hit to the family budget has become a necessary, frustrating everyday occurrence that may not economically recorrect for some time. Is there mor...

Dear Dave, My husband and I have a beginner emergency fund set aside, and we’re working on paying off $30,000 in credit card debt and two cars in Baby Step 2. He would also like us to start putting money aside for a couple of trips and a few other th...

As humans, we’re wired for growth. But we’re also prone to laziness, apathy, impulse, stress and guilt­. And right about now is when most of us have let our January resolutions fall by the wayside — especially the financial ones. You see, on the roa...

This is the first in a series of excerpts from a financial primer written by the author for modern women and their future financial security, to be published in late winter 2022. The last few weeks of momentous changes in both federal and state court...

Dear Dave, My father-in-law passed away earlier this year. Since then, my wife and I have faced a dilemma because of the inheritance. Her dad had several life insurance policies, and he left one to her and one to each of her siblings. The one he left...

Dear Dave, Sometimes on vacation trips I like to check out casinos. I always account for the money I wager in my budget, and I never spend more than I’ve allotted. How do you feel about gambling at a casino, as long as you limit your spending this wa...

US capital markets are crashing – when have we seen this before, and how many times have we experienced it? It’s probably the first time if you are a young investor, for the rest of us it is déjà vu all over again. It’s nothing new; the cause may be ...

Dear Dave, I live with my boyfriend, and we have a baby together. I brought debt into the relationship, and I’m using your debt snowball method to pay it off, but he is debt-free. We have quite a few shared expenses that we split 50-50, but that mean...

Wealth starts with a vision and a plan the whole family can engage in. The earlier you start thinking about building a legacy, the better. In this two-part series, we break down the nuances of building generational wealth, financial planning and addr...

Soaring inflation has upended the financial markets this year, resulting in sliding asset prices and elevated volatility. Cautious investors continue to brace for unfriendly central bank policies designed to cap the steadily rising prices of goods a...