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It is almost assured that at this point, given the strong equity market returns seen over the last few years, many investors will undoubtedly have a series of internal debates over when to sell. It would seem it is almost unarguable to suggest marke...

NEW YORK — Thursday marked the 30th anniversary of the 1987 stock-market crash, which happened to fall on a Monday. That day — Black Monday — still stands as the biggest percentage loss in the history of the Dow Jones Industrial average, with a 22.6 ...

Dear Dave, My son is about to go off to college, and I’m concerned about how he’ll handle his money when he gets there. We’ve taught all our children how to use your envelope system, and to save and give, but I’d like some advice on how he can safegu...

This is the final article of six, published between October 2 and 7, in support of the Bermuda Stock Exchange World Investor Week Quiz Challenge. Each article has a question embedded. Find the question and send your answer to wiwqc@bsx.com. Those wit...

This article is the fifth of six pieces, published between October 2 and 7, in support of the Bermuda Stock Exchange World Investor Week Quiz Challenge. Each article has a question embedded. Find the question and send your answer to wiwqc@bsx.com. Th...

The forecast calls for a market correction. The hard part is figuring out what to do about it. On Tuesday, billionaire hedge fund manager Leon Cooperman joined a long list of money mavens who foresee trouble for US stocks. Cooperman told the CNBC Ins...

Can investors do well by doing good?” was the question posed to a team of experts at the Inside Smart Beta ETF conference in New York City earlier this summer. While the panel discussion on socially responsible investing (SRI) was quite lively and pr...

Having looked at how stamp duty can sometimes be avoided last week, this week we discuss the Primary Family Homestead Exemption Certificate application. Various readers informed me that the PFHC application process has been taking anywhere from 18 mo...

Dear Dave, We’re following your plan, and we’re in the middle of paying off all our debts except for the house. My wife just learnt she’ll be losing her job at the end of the year. She’s a project manager for a software company in Seattle, and she wi...

Last week, for a short moment, Jeff Bezos was the world’s richest man. The basic talk track percolating on the street is that whatever product Amazon gets involved in and whatever industry it chooses to enter will lead to disaster for the incumbents....

Dear Dave, My wife and I have been helping our adopted daughter financially for some time. She’s 25, has been married for three years, and we don’t see this cycle stopping anytime soon. The worst part is, they will often throw in that our grandchild ...

“The youth of a nation are the trustees of posterity” — Benjamin Disraeli Bermuda has a new leader. Not yet 40 years old, David Burt swept to a decisive victory last week. In a masterful display of politics, collaboration, shrewdness, organisation, a...