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Choosing the right amount of life insurance is an important part of creating a sound wealth plan that takes care of your dependents even if the worse should happen. Arriving at the right number [...]

“You have paid your adviser, whether a commission or a fee, to take care of your financial ‘plant’. Make sure you get what you deserve.” In this episode, I will share a list of works you should [...]

I recently did a podcast on insurance planning and was surprised by the overwhelming response. While consumers were generally thankful for the information, I was taken aback that some advisers [...]

In my last article, Our Non-linear Life Affects How We Plan for Our Wealth, I shared that many of us underestimate how much and the degree to which our lives can change. One of the financial [...]

By investing into the entire market, it is no longer a pipe dream to have all the top investors, including the better active managers in the world, work for you. In this episode, I will share the [...]

The past week saw the NASDAQ index rally 20% from its recent low in mid-June, leading to new headlines discussing the emergence of a new bull market for the NASDAQ stocks. New bull market? First, [...]

For most of us, we hold deep and fond memories of our childhood. Looking back, I miss my carefree childhood days where I have the freedom to play and not worry about making a living and paying [...]

High inflation rates have renewed the interest in adding commodities as an alternative investment to hedge against inflation risk. In this episode, I will explain what fundamentally drives the [...]

Do hedge fund indices provide a true reflection of the returns of the underlying hedge fund industry? In this episode, I will share the 6 key problems with hedge fund indices and explains why [...]

After a terrible June, stock markets rebounded strongly in July as investors found some relief from earnings that were not as bad as expected and a Fed that did not pull any surprises with a [...]