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Did you know nearly 40 per cent of Americans can’t cover a $400 expense from their savings? People give many different reasons for not being able to save money, and I’ve heard them all. Some people do have it harder than others, but I’ve also seen en...

Dear Dave, My husband started working at a new company about a year ago. As part of his sign on, they gave him $5,000 in company stock. The stock has nearly doubled in value since then, and we were wondering if we should buy more, considering how wel...

Inflation expectations just reached their highest levels in a decade and that has some investors on edge. Every week we see additional news coverage about resurgent inflation and rising longer-term interest rates. In the world of fixed income, intere...

The Bermuda Islander Fundamental Financial Planning Primer Book One: The Dawn of New Beginnings has five Steps left to run in its serialised version, featured weekly on The Royal Gazette website at www.royalgazette.com/bermuda-islander/ ...

Dear Dave, We’d like to own a home someday, but we know we’re not ready for that kind of financial commitment yet. Where does buying a house fit in your Baby Steps plan? – Heather Dear Heather, Buying a home when you’re broke is the easiest way ...

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...