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Following last week’s money flow and investments article, we today begin a review of a mutual fund structure. Moneywise noted the recent mutual fund statistics where more than $50 trillion are held and invested worldwide by individuals, financial in...

Incessantly, money flows in liquid-like streams up and down in commerce interactions and economic upheavals. At times, the flow will frantically speed up reminiscent of drenching rainstorms, while at other times it settles to a consistent, tranquil ...

What do you picture when you hear the word retirement? You might have a vague plan of travelling around the country visiting grandkids. Or maybe you long for the day when you’ve saved up enough money to quit a job you hate. Some of you might feel an...

Dear Dave, I’ve heard lots of different theories and recommendations when it comes to paying off debt. Why do you advise paying off debts from smallest to largest? Marlee Dear Marlee, A lot of people wonder the same thing when I bring up the debt sno...

This is the last in the three-part series of review, comments and responses to the Bermuda National Pension Amendment Act 2019. Moneywise thanks the many who read the first two parts of this series last month, and then took time to write and share t...

As a teen, Shane English benefited from living in a financially literate household, but he realises that isn’t necessarily the norm in Bermuda. Mr English, an investment review analyst at Lombard Odier, says it can be difficult for some people to dis...

In the second part of an article to mark World Investor Week, Robert Stammers, director, investor education, at the CFA Institute, looks at more of the common mistakes investors make. 11, Not knowing the true performance of your investments It is...

This week is World Investor Week, which aims to promote financial literacy around the world. The global inititaive, spearheaded by the International Organisation of Securities Commissions and the World Federation of Exchanges, is led in Bermuda by th...

The Olderhood Group, a life transition consulting and coaching company, has launched its new Retirement Planning Advisory Service. Olderhood describes the service as “a personal yet private boutique counselling solution to educate and prepare island ...

Dear Dave, I know you talk about having an emergency fund of three to six months of expenses set aside. My husband and I are having a difficult time agreeing on exactly how much we should set aside for emergencies. How do you determine the exact amou...

This is part two of the overview of the original innovative Bermuda National Pension Scheme (Occupational Pensions) Act 1998, the National Pension Scheme (General) Regulations 1999 and the 2019 amendments to same that were tabled in House of Assembl...

The power and the glory: as I write this article on the afternoon of the Sunday after the hurricane, I’m inclined to forego the latter in search of the former. We are at this point, some 96 hours in the dark. I’ve often wondered what island life was ...