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Dear Dave, A friend told me about your Baby Steps programme. I have one question, though. I noticed that according to your plan, saving for retirement should come before saving up a college fund for your kids. Why is this? – Natalie Dear Natalie...

The recent Gamestop phenomenom has triggered exclamations, disbelief and renewed interest across generation-divides in investing. Reviewing a few of thousands of financial media reports, we see stock trading apps, both new and well-established, promo...

Reminder: The Bermuda Islander Financial Planning Primer Book One :The Dawn of New Beginnings is being published weekly, step by step, 1-18 https://www.royalgazette.com/bermuda-islander/ The image captures it all. There is ten-year old Jaydyn Carr,...

TC-1, a team from Chatmore British International School, has forged ahead in the KPMG Senior School Investment Challenge. As of January 29, TC-1 had grown its initial $100,000 imaginary portfolio by more than a quarter, to a total of $125,118. In doi...

I started writing about taxes and new government initiatives in Bermuda, but something distracted me in the markets … GameStop (Ticker: GME). A lot has been written on this saga, and there is much to learn from this. I cannot help but ramble out a fe...

No matter where you stand on bitcoin, we can agree on one thing: It’s polarising. Some investors believe it’s the way of the future and others think it’s a scam. However, it’s gaining popularity. It’s likely that the coronavirus pandemic accelerated ...

Reminder: The Bermuda Islander Financial Planning Primer Book One: The Dawn of New Beginnings – Your Personal Back-2-Basics Financial Review to Dramatically Improve Your Lifestyle is being published weekly Step by Step – 1-18 with accompanying po...

With the turmoil that was 2020 in the rear-view mirror, investors are looking to the future as vaccine distribution begins and the global economic recovery gains traction. In the months ahead, we see reasons for both optimism and caution. On balance,...

Reminder: The Bermuda Islander Financial Planning Primer Book One The Dawn of New Beginnings – Your Personal Back-2-Basics Financial Review to Dramatically Improve Your Lifestyle is being published free weekly Step by Step – 1-18 with accompanying a...

Dear Dave, I was talking to a friend the other day, and I couldn’t remember what you said about the three good uses for money and why each is important. Would you go over them again? – Albert Dear Albert, I’ve been doing this for a lot of years,...