Bermuda coin on Atlantic Map

 

 

 

 

Bermuda Investment Primer Series

 

 

Index and Introduction

 

© 2000 - 2017 Martha Harris Myron All Rights Reserved  HOME

 

 

 

 

1 - Cash, Currency, Money Market,

The elements of cash and currency plays; your pension may be your largest investment.

 

2 - Stocks

Chapter 2 - Part 1 The Concept of Capital & Equity : Launching a Bermudian Successful Business - : the concept of capital through the ubiquitous pizza

Chapter 2 - Part 2

Chapter 2 - Part 3

Chapter 2 - Part 4

 

3 - Bonds

Debt glorified, ratified, but always a promise to repay, never ownership

 

4 - Mutual funds

 

5 - Alternative class

 

6 - Asset allocation and portfolio management

 

7 - Derivatives

and other hard to understand, let alone invest in investment vehicles

 

8 - Options, Futures, forwards

 

9 - Commodities, & Blockchain currency

 

10 - Real estate

 

11 - The Investing process

Fees, commissions, licenses and full disclosure of vested interests


Choosing (and judging) your financial salesperson. Always remember, what is in it for them.

 

12 - Challenges

- Investing in local markets

Financial behavior, risk, fear and capital market volatility

 

- multi-jurisdiction tax complexity

International tax implications inherent in all investments. Yes, you have to consider these issues as well.

 

 

 

 

The really hard parts: the investing process, establishing an account, reading the investment statements, understanding information in a prospectus, filtering through generic sales pitches (internet, physical) to what is relevant for your investment needs, setting up a comfortable investment allocation

 

 

2000 - 2017 Martha Harris Myron and Pondstraddler Life™ Consultancy All Rights Reserved