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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,...

It’s a new year and the US capital market is still tumultuous. There is no other way to describe it. The headlines have said it all. No point to even try to explain any further in the aftermath of the assault on human rights, government budgets, demo...

One time, Mama Hogan looked at me and said, “Christopher” – she had my attention when she said my full name – “I don’t ever want you to be a ‘been’ brother.” I said, “Huh?” She explained: “A coulda been, shoulda been, woulda been kind of person. You ...

To say 2020 was a crazy year in the financial markets is probably an understatement. It was a great year to prove that almost anything can and will happen in markets. Here are a few lessons I hope many learnt. If I told you there would be a global pa...