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You can likely thank (or blame) your parents for some aspects of how you turned out. Maybe you have your mother’s eyes or your dad’s habit of chewing with your mouth open. How you manage money is another thing you likely picked up from your parents —...

The National Pension Scheme (Occupational Pensions) Amendment Act 2019 legislation, which will allow employees to take out a quarter of their private pensions as a lump sum on retirement, was passed by MPs in the House of Assembly on November 15. Th...

Have you heard the Scripture, “God loves a grumpy giver”? Wait, that can’t be right. It says, “God loves a cheerful giver.” That makes a lot more sense. I’m sure we’ve all experienced the joy that giving brings, and Christmas is the perfect time to ...

This week we review the report of the Auditor-General for completion of audit work for the financial year that ended March 31, 2018. Eight days ago the report was tabled in Parliament. It was submitted by Auditor-General, Heather Thomas, to the Bermu...

Planning for your future is simple: do you believe that? Most people think it is important — but only a few actually do it. There is a hesitancy for many people — either caused by putting it off, or being scared to do it, or not knowing how to get st...

As those of you who follow Olderhood will know, my business partner Bill Storie is a Scottish chartered accountant and the undisputed financial whiz kid in the family. This is good in that it alleviates me from the responsibility of offering strateg...

This is part two of the Bermuda Hypothetical Investment Portfolio, a continuation of last week’s article where Moneywise introduced the concept for selecting and tracking a pretend portfolio of stocks, bonds, and cash once a month for year, ending wi...

Investing is a problem that has been solved, Dave Nadig, managing director of ETF.com, likes to say. Keep it simple, hold down costs, diversify, invest for the long run and let the magic of compounding work for you. For most investors and money manag...

US capital markets were on another tear and another all-time high last week. But is it for real? Is it driven by exemplary corporate earnings and corporate buybacks, or by twitter news, tariff vacillations and puffery? The inverted bond yield curve...

Dear Dave, I’ve gotten out of debt before following your plan, but I always seem to fall right back in. I find myself spending more than I mean to whenever I go out shopping or running errands. I’m tired of all this, and I want to stop busting my bud...

It’s time to review a mutual fund fact sheet, prospectus and financial statements for the oldest operating mutual fund in the United States (since 1924), the Massachusetts Investor Trust (MFS) with current assets under management in excess of $5.8 bi...

Dear Dave, Is it okay to give very young children an allowance? — Christie Dear Christie, Teaching kids there’s an emotional connection between work and money is one of the best things you can do as a parent. Once your kids are old enough to do a fe...