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Taking a methodological approach to investing is more important than ever, a leading global investment strategist advised a local audience. The rise of populism and income inequality have ramped up geopolitical tensions and social unrest globally, sa...

When people start thinking about financial planning, the types of questions that come to mind include “How much do I save or spend each year?” and “Will I have enough money to retire?” These are natural questions to be asking. We expect our money to ...

“Abraham Lincoln once posed the question: “If you call a dog’s tail a leg, how many legs does it have?” and then answered his own query: “Four, because calling a tail a leg doesn’t make it one.” Abe would have felt lonely on Wall Street.” -Warren Buf...

NEW YORK (Bloomberg Opinion) — The concept of the American dream, upward mobility achieved through hard work, still exists, says Neil Dwane. The surprise is that it has emigrated to China. Dwane, a portfolio manager and global strategist with Allianz...

This is part one of the Pondstraddler Life Financial Planning Series looking at the ramifications for Bermudian owners of US real estate who want to sell. A reader writes: About ten years ago, we purchased a vacation house in the United States. We wa...

Is your side hustle starting to feel like a second full-time job? Or maybe you’re a stay-at-home mom whose home-based business is taking off, and you want to dedicate more time to it. You’re not alone. According to a study by GoDaddy, more than half ...

This is the part one of the 2019 Bermuda Investment Series. Capital trading markets are not the same as they used to be. For example, over the last century alone, the dominant United States investment industry has seen and experienced monumental cha...

‘Twas the market before Christmas, when all through the day Money was flowing in every which way. Stocks were falling with much fanfare, In hopes that the Fed would soon care. Trump nested down in his White House bed, With dreams of a wall dancing ...

Dear Dave, I’m thinking about signing up for a return of premium life insurance policy. It costs more per month than other policies, but it allows you to get all your money back after 30 years assuming you live that long. Is this too good to be true?...

Can I be honest? I’m tired of hearing people make millionaires out to be big, bad wolves. That all wealthy people are evil, greedy, self-centred people who inherited or stole money to get rich. It’s as if there were something wrong with being wealthy...

It seems fitting that 2018 was the Year of the Dog in the Chinese zodiac. Most asset classes fared poorly this year as investors hit the panic button, but the pain has been particularly acute in the emerging market sector. Notwithstanding a few month...

A team from Bermuda High School has jumped to the top of the KPMG Investment Challenge leaderboard. The “Business.brains” team improved the value of its virtual stock portfolio by 2.6 per cent in December, to $104,135. With the US stock market droppi...