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I’ve just returned home from four days in Spain for the wedding of my lifelong friend, Trish. We’ve known each other since we were seven years old: we walked to school together, learnt to ride bikes together, tried to outsmart our parents together …...

This is part seven of the new retirement series for Bermuda and looks at finalising your retirement savings and the need to get back to basics. In the professional retirement planning world, there are two ways to figure out what an individual will n...

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...

Part 2 — the New Bermuda Investment Primer Series: the Concept Of Capital Equity, following a successful mom-and-pop pizza business. Stocks constitute equity in a company. The shareholders of the company are owners of these shares, somewhat akin to ...

Gambling: The sure way of getting nothing for something — Wilson Mizner. Gambling is public, or often, privately conducted. It is confusing to us personally to understand the reasoning and motivation behind gambling itself. We will hold back our cas...

Marriage and estate planning for a multinational couple with multijurisdictional assets in three countries. A reader writes (Note: this is a composite case, all personal information has been changed or omitted), “I’m a Bermudian resident who is five...

Part 6 of the New Bermuda Retirement series. The Next Step: Setting up projections to calculate future retirement savings and expenses On May 21, Moneywise launched the first of two simplified retirement projection calculators. Calc-One portrays the...

Of course, but far too often we are so wrapped up in our own political and financial infighting that we not only don’t understand or assess the impact, but we don’t even realise our financial world is changing rapidly, both for good and bad reasons. ...

There is a detective series called Foyle’s War set in late 1930s as Great Britain is called to war yet again, with barely a recovery from the First World War. The pastoral scenery, the English countryside, those quaint rural villages and towns steepe...

Prepare yourself for upcoming changes in the regulatory environment at the Real Estate Compliance for 2016: What You Need to Know session, presented by Certainty on Tuesday, June 14. From noon until 1.30pm at Bermuda Chamber of Commerce, this lunch-a...