Archives

A close relative died recently, at age 89. She is survived by two biological sons and many daughters. Two years before, her mental capacity started to deteriorate. In her living years, she had [...]

“You deserve quality advice. When choosing an institution to be your wealth adviser, do not choose a platform that is primarily set up for transactions rather than in-depth wealth management [...]

Why do we need to be adequately insured for critical illness (CI)? We already have an Integrated Shield Plan, why do we need a CI plan? What is CI coverage for? These are some of the thoughts we [...]

Two months ago, I wrote an article on this column revisiting the age-old debate on term vs whole life insurance. The conclusion was that in most situations, term insurance is the most suitable. [...]

“When clients entrust us with planning their wealth, we have to realise that it is not just how much we can make from the clients. The compensation may only last us for a while, but if we don’t [...]

We thought that it would be a good time to take the chance to share with you some of the common questions we have been receiving in the past months and use this opportunity to share our responses [...]

“I booked a Grab car and when it came, I was pleasantly surprised that it was a Lexus. Once I got in, I began an interesting conversation with the driver. I asked him if he could make money [...]

September was a brutal month for stocks as markets fell to the lowest since March 2020. After 4 rate hikes this year, the Federal Reserve raised an additional 0.75% in September after the [...]

“If you are a retiree listening to this, you are effectively in the final phase of your life. Time is short and by being clear of your life’s purpose, you will be able to focus your time on [...]

If today you are gifted one million dollars to start a portfolio, how would you begin investing it? Assuming you have decided what to invest in, how would you go about it, would you invest all [...]