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This is chapter five of the New Bermuda Investment Series. This week we discuss the evolution of money market mutual funds. Please note, this information is general in nature. It is not intended as a detailed analysis of the US sub-prime mortgage mar...

Dear Dave, I’m a recently retired widow, and my husband always took care of most of our finances. We never had any debt, but after starting to learn a little bit about how money works, I’m worried that there may be too much of it invested in CDs (cer...

It has been quite some time since the global financial markets have faced such a widely-anticipated, major binary decision expected to propel securities prices sharply in one direction or another. I am, of course, referring to this week’s ‘Brexit’ vo...

Dear Dave, I’m 19 years old, and I’m putting myself through college debt-free. I usually work part time during the semesters, but right now I’m working full time. I have about $2,000 in mutual funds, and I was wondering if I should add my full-time w...

A reader asks: “Is it possible to get a 10 per cent return in a balanced fund [see last week’s article] in this environment? I once read that using the Rule of 72, with a 10 per cent return, my retirement portfolio would double in value in a little o...

What if you saw a headline that said that a brilliant billionaire investor, whose every move is closely watched, had put on a trade that wasn’t widely known — and if it were, it might rumble through the markets? Would you click on that link? Now what...

Dear Dave, My husband is a recovering heroin addict. He’s been clean for two years, but I still feel we shouldn’t keep cash in the house or give him unsupervised access to a bank account. He agrees with these precautions, even though he does need a l...

We all likely have some great quotes and lessons we learnt from our mom while growing up. Here are a few quotes from my mom that you can apply to investing. 1. Look both ways before you cross the street! In this case she meant consider both the good ...

Dear Dave, My wife and I are following your plan, and we’re in the middle of the Baby Steps. Do we have to wait until Baby Step 7 to buy a new car? ALAN Dear Alan, No, you don’t have to drive a beater until you pay off your house. My advice is to dri...

The new millennium has not been boring. Since the turn of the last century we have seen two market crashes, a global financial crisis, a complete stock market rebound, the extraordinary rise to ubiquity of the internet, unprecedented government “mone...

The Bermuda Institute is leading the pack in the annual KPMG Investment Challenge. The school’s two teams, Profit Bulls and Investables, are in first and second place respectively and are two of only three teams in the 18-team competition to show a p...

Week ending January 22, 2016 Last week was the first positive week of 2016 with the S&P Global 1200 up a modest 1.46 per cent and the US S&P 500 up 1.43 per cent. Year to date both indices are down — Global was down 7.56 per cent whilst the US index...