The Art of Decision Making in an Uncertain World
It is Saturday evening, January 28th, and I find myself sitting with a group of close friends in one of their homes. It is still the Lunar New Year season, and we are having a game of Texas [...]
S2E32: Providend’s Secret to Quality Advising and Strong Culture
In a previous article written for The Business Times, Chris, our CEO, explained the different ways an adviser could be compensated – commission-based, fee-based, or fee-only. However, it is [...]
Choosing a Wealth Adviser That Will Always Do the Right Thing for You
Over the past months, during the various webinars that I did, I have been asked this same question several times: How does Providend ensure that our client advisers always do the right thing for [...]
Relationships, Trust & Emotional Investment Accounts
As wealth advisers, we are always searching for new ways to communicate well-established ideas in a way that helps clients visualise, understand, and internalise important concepts. Metaphors, I [...]
S2E31: Lump Sum vs. Dollar Cost Averaging: Which Is Ideal for You?
After finding the right instrument to invest in, the next question many investors might have is whether they should invest their entire amount all at once (Lump Sum) or spread it out over a few [...]
S2E30: Value Stocks Outperformed Growth Stocks – Did We Survive Q3?
The third quarter of 2023 has been a challenging three months, as the MSCI All Country World IMI Index and the Bloomberg Global-Aggregate, our references for equities and bonds respectively, both [...]
The Providend Conversation: Living the Good Life with Jeshua Soh (Part 1)
Living a Good Life: Lessons from Travelling 50 Countries on $3,000 “Some of the guesthouses are closed due to the pandemic, so I had to pitch a tent along the road to stay a night.” [...]
What a Holiday Trip Taught Me About Investing
Earlier this year, I was on the beautiful islands of the Philippines. The sky was bright blue, while the rolling green hills set the backdrop for my holiday. To fully soak in the island [...]
Value Outperforms in Q3: Market Review September 2023
In September, both the equity and fixed income markets faced a downturn in performance, largely attributed by the escalating U.S. yields. This was caused by an unexpected announcement from the [...]
S2E29: Will Providend Finally Include ILPs in Our Clients’ Portfolios?
Investment-Linked Policies (ILPs) have always been a heavily debated and controversial topic among investors. To make matters worse, there are multiple types of ILPs being sold, and all with [...]
Legacy Planning: Going Beyond Your Financial Assets
Introduction In the previous article, we touched on estate planning, which focuses on distributing your financial assets after death. In this article, we go beyond your financial assets to look [...]
