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We often hear of “financial literacy” being the current buzz words to help people understand their financial status. Yet does it cover the whole picture? No. Understanding how pension funds and mutual funds work is important, but only highlights a sm...

All Bermuda residents trying to maintain a reasonable budget for their families, along with saving for a rainy day, continue to cope with more cost of living challenges going forward. This time it is another increase in healthcare. Effective June 1, ...

Introducing the annual research ideas publication for Bermuda individual investors — part one. Readers of The Royal Gazette often write to me about Moneywise column topics and how my answers and resource links have helped them find answers to their ...

This is a revised version of a food series published in Moneywise 2008. Our Easter bunny has come and gone. Treats of resplendent chocolates, marshmallow peeps, jelly beans, Cadbury creamy-rich eggs, all more costly now, but deliciously consumed wit...

“While 88 per cent of employers think that their employees worry about money, just a third (30 per cent) think money worries impact their staff while at work. However, the reality on the ground is very different. Three-quarters (73 per cent) of emplo...

Bermuda has been held accountable to meet yet another economic compliance hurdle. We’ve been in these scrutinised headlines before. We’ve heard it all before — from country friends and economic foes alike. Frustratingly, from our sophisticated regul...

Spring is here. The Easter bunny is on his or her way as Easter approaches. Get those kites decorated! Meanwhile, millions of publicly traded companies (those operating on a calendar year) across the globe are in the process or reporting their full y...

More than two months ago, I penned an opinion — “No substance: can you hear the silence?” — to bring to Bermudians’ attention a piece of legislation that passed silently and with little communication of its importance to all of us and our present way...

“Abraham Lincoln once posed the question: “If you call a dog’s tail a leg, how many legs does it have?” and then answered his own query: “Four, because calling a tail a leg doesn’t make it one.” Abe would have felt lonely on Wall Street.” -Warren Buf...

Is your investment plan realistic? A 2017 study by Aviva in the UK revealed that 1.3 million people viewed “winning the lottery” as their only plan for retirement. The article discusses common mistakes that people make when planning for the future an...