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Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—is rooted in our experience of managing over [...]

Investing is Emotional and Scary Investing can be a daunting and emotional journey. Reflecting on the last four years of my own investment experience, I realised just how much of an emotional [...]

At Providend, investments are a means to achieve returns to enable our life goals. Our CEO, Christopher Tan, wrote about the 8 steps that we take to ensure the highest probability of success when [...]

“You Shouldn’t Buy a Lottery Ticket” It’s pretty straightforward, and most would agree it’s financially wise. But if you told someone who just won millions from the lottery that buying a ticket [...]

Discovering the Why It’s the 23rd of September 2024, and I just spent the last 10 days in the US together with 2 of my other colleagues, Chris and Nataly, to visit and speak with various fee-only [...]

I have been writing and speaking about retirement planning for the past 27 years. In the initial years of my career, they were all about how to accumulate enough wealth to retire. As my clients [...]

Executive Summary  October was marked by heightened uncertainty surrounding the US election and a notable rise in US Treasury yields, driven by expectations of increased government debt and [...]

Welcome back the final part of this nine-part mini-series, “The Story of Our Clients’ Wealth Journey”, where we explore the wealth management journey of our clients. This final [...]

For over a century, the United States (US) has been a powerhouse of innovation and value creation, making its equity market a global focal point for investors. With a robust ecosystem of [...]