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Monthly Archive for: "June, 2023"
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 Active Investing That Adds Value to the Client
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Active Investing That Adds Value to the Client

At Providend, we appear to take a “passive” approach to investing by not doing the typical tactical asset allocation (TAA), stock/fund selection or market timing approach, so it might seem that [...]

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 S2E15: The Must-Have Insurance at Different Stages of Your Life
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S2E15: The Must-Have Insurance at Different Stages of Your Life

One of the most challenging aspects of insurance planning is determining how much coverage you need. Buy too little insurance and you won’t have enough to get through a tough situation when you [...]

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 Wealth Advice Is Only as Good as How It Is Received
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Wealth Advice Is Only as Good as How It Is Received

Have you ever been to the doctor and not followed their advice? Perhaps they told you to quit smoking, avoid certain foods, or take up a new exercise regimen. Perhaps you tried to follow their [...]

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 S2E14: The Brain Behind – Mitigating the Conflicts of Interest in the Financial Advisory Industry
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S2E14: The Brain Behind – Mitigating the Conflicts of Interest in the Financial Advisory Industry

Did you know that back in 2013, a panel set up to review the financial advisory industry has rejected an outright ban on commission for financial advisers in Singapore? In this episode, Chris [...]

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 Mitigating the Conflicts of Interest in the Financial Advisory Industry
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Mitigating the Conflicts of Interest in the Financial Advisory Industry

20 years ago, I wrote an article in this same column about the different ways financial institutions are compensated and their implications for consumers. Suffice to say, the industry, which is [...]

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 Wealth Planning for Your Child’s Tertiary Education (Part 2) – Achieving the Goal
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Wealth Planning for Your Child’s Tertiary Education (Part 2) – Achieving the Goal

In Part 1 of this article, we established a baseline financial goal for your children’s tertiary education. We now turn our attention to wealth planning for achieving this goal. Inflation of [...]

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 S2E13: A Lawyer’s Perspective: Is Wealth Advice Worth Paying For Ft. Lee Soo Chye from Wee Swee Teow LLP
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S2E13: A Lawyer’s Perspective: Is Wealth Advice Worth Paying For Ft. Lee Soo Chye from Wee Swee Teow LLP

“There have been many bad money decisions because I know how to buy (stocks) but I don’t know how to sell!” In many industries like healthcare and legal, it is a norm for people [...]

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 Wealth Planning for Your Child’s Tertiary Education (Part 1) – Setting a Financial Goal
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Wealth Planning for Your Child’s Tertiary Education (Part 1) – Setting a Financial Goal

For many Singaporean parents, sending their children to university is an important life goal. A good tertiary education gives their children a head start on their future career. As education [...]

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 Debt Ceiling Standoff and Persistent Inflation Drive Market Dynamics: Market Review May 2023
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Debt Ceiling Standoff and Persistent Inflation Drive Market Dynamics: Market Review May 2023

Volatility in the market continues to be high in May as the debt ceiling impasse between US political parties generated headlines over the month while sticky inflation data from US and Europe [...]

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 S2E12: How to Optimise CPF as Part of Your Overall Wealth Plan
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S2E12: How to Optimise CPF as Part of Your Overall Wealth Plan

Are you making the most of your CPF account? In this episode, Isaac discusses the strategies for optimising your CPF accounts and integrating them into your personal wealth plan with Tan Chin Yu, [...]

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 S2E11: What Investors Need to Know About Private Equity
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S2E11: What Investors Need to Know About Private Equity

Aside from conventional investment assets like stocks and bonds, there are other alternative investments that investors can consider. Among these, investing in private equity is deemed to be more [...]

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