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Today, dear readers, this is the introduction to the New Bermuda Investing Primer Series, the first book of the overall Bermuda Fundamental Financial Planning Primer Ebooks Series that will cover all aspects of finance planning. These publications ar...

Dear Dave, Recently, the garage where I worked for a long time went out of business. I have a lot of my own tools, and I was thinking about taking out a loan of around $20,000 to buy a few extra tools I need to open my own garage. It’s always been a ...

This is part two of the Pondstraddler Life Financial Planning Series looking at Bermudian owners of US real estate who want to sell, and want to know what the ramifications of doing so are. The first part was published last month, and a link to that ...

Did you know that by the middle of February, 80 per cent of people give up on their new year’s resolutions? As a certified business coach and bestselling author, I’ve worked with thousands of women who struggle to stay motivated past the January high...

The Hamilton Parish Council will be hosting its first quality of life workshop, “Let’s Talk Money”, this evening. The talk will be given by senior business analyst Angela Joell, an education and investment manager in the Argus wealth management team....

A 90-year old widow with a developmentally disabled adult child struggles with the everyday cost of living while trying to make sense of the proposed government budget tax and social service increases. This is a hypothetical composite case based on r...

Nobody wakes up on their wedding day and thinks, I bet we’ll be divorced by this time next year. At least, I hope not! Most of us have the highest hopes and dreams for our marriages. Sometimes, though, after a few years, reality sets in — in the form...

Dear Dave, I know you’re against financing purchases. However, is it okay to finance things like furniture at zero per cent interest? — Detrick Dear Detrick, We just finished an extensive study of more than 10,000 millionaires. Not a single one of t...

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...

It’s that time of year again, close to Valentine’s Day where love and relationships are renewed and celebrations are in the air. In the very best of all worlds, social, business, and personal, relationships should always be completely harmonious. Th...

In the fourth of five articles in conjunction with the Bermuda’s Demographic Challenge series, Bill Storie highlights the hopes and concerns of those approaching retirement. Today we discuss the third age group in our series — the 50 to 65-year-old...

In the third of a five-part series of articles in conjunction with the Bermuda’s Demographic Challenge series, Bill Storie looks at Generation X. Today we will discuss the 35 to 50-year-old age group. Commonly referred to as “Gen-X”. In Bermuda this...