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Monthly Archive for: "April, 2025"
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 I’m in My 40s—Here’s the Advice I Wish I Knew in My 30s (S4E13)
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I’m in My 40s—Here’s the Advice I Wish I Knew in My 30s (S4E13)

Welcome to the second episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we [...]

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 Stay Invested for the Long Run? Think Again
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Stay Invested for the Long Run? Think Again

Since February, markets have been extremely volatile due to escalating trade wars, particularly between the US and China, but also involving over 60 countries, including traditional allies like [...]

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 Navigating Retrenchment: How to Regain Control
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Navigating Retrenchment: How to Regain Control

Getting retrenched can feel like being punched in the gut. For some, it comes as a surprise; for others, they see the writing on the wall and have to deal with gut-wrenching uncertainty until [...]

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 Legacy Planning: It’s More Than Just Writing a Will (S4E11)
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Legacy Planning: It’s More Than Just Writing a Will (S4E11)

Being a trusted adviser to our affluent clients for over two decades, legacy planning is about more than just Index-linked Universal Life Policies (ULPs) or wills and trusts. In this week’s Money [...]

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 What Investors Should Know About the US Reciprocal Tariff and Market Volatility
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What Investors Should Know About the US Reciprocal Tariff and Market Volatility

With President Trump announcing the reciprocal tariff on 2 April 2025, and the S&P 500 index dropping over 10% in two days while other markets are behaving similarly, it is very clear that [...]

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 Navigating US Tariffs and Market Volatility: Market Review March 2025
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Navigating US Tariffs and Market Volatility: Market Review March 2025

Note: This market review was penned on 7 April 2025. As of 10 April 2025, markets have risen by approximately 10%. However, given the ongoing volatility and uncertainty, we believe the [...]

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 How the Right Wealth Advice Can Change Your Life
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How the Right Wealth Advice Can Change Your Life

My first quarter of 2025 was fraught with ill health and medications aplenty. I had fallen sick since January, with remnants of a cough still lingering as I pen the words to this article. What [...]

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