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Readers, this is a revised edition of retirement articles I wrote in September 2000. More than 21 years later, as a financial and retirement planning professional having worked with hundreds of clients, my thinking (and advice) on this life stage has...

When The Hashdex Nasdaq Crypto Index ETF (HDEX.BH), listed on the Bermuda Stock Exchange, went live in February this year, it was another innovative first for Bermuda, the world’s premier risk capital, the BSX and listing sponsor Clarien BSX Services...

Scammers are pure evil and absolutely brilliant, a devastating combination. They can mimic any person, service, website, phone caller, regional accent, technical support anywhere, any time. They target the elderly and other deemed technically illiter...

“The risks that businesses face depend on a multitude of factors, from political (in) stability and growing regulations to climate change and macroeconomic shifts. Will a post-pandemic world accentuate these global business risks even further, or...

Social trading platforms continue to increase in popularity as Covid-inspired retail (and possibly industry) investors are chatting, collaborating, observing, and mirroring other traders’ strategies about what, how, when, and why investing is powerfu...

In Bermuda, the primeval influence of the sea is everywhere. For centuries, it was our only access, our perpetual conduit for commerce and discovery to the outside world. It is our one constant – always so closely there, never separated from us – on...

And, now for something lighter. The family video opens with two young English boys, Harry, 3, and Charlie, 1, sitting comfortably in a high, leather chair. “Charlie bit my finger - again!” At first, Harry is teasing Charlie with his finger; but when ...

Many of us have, one might say, a supreme confidence in our invincibility in the face of calamity. It is called optimism bias, as in “bad luck events happen to other people, but not to us”. Optimism bias exists across the human global spectrum – tra...

Another up and down week of oscillating valuations in US capital markets, possibly somewhat due to fluctuating position values in cryptocurrency, the newest, new thing and inflation concerns. Having said that, capital markets are ever-changing these...

Last month marked the end of another human tragedy of epic proportions. A tragedy so similar to Shakespearean elements of deception, lies, obfuscation, greed, herd mentality, the overwhelming need to be aligned with the “popular” group, religious co...