As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, discusses in his Business Times article why you should not simply invest in the S&P 500 alone.
With competing views from sources like Business Insider claiming that the S&P 500 will hit 8,000 to 15,000 points by the end of the decade, does this trigger a ‘fear of missing out’ for you?
In this week’s Money Wisdom episode, our co-host Amelia, from the Brand Experience Team, asks Chris why the S&P 500 should not be viewed as a simple and seemingly magical solution to a complicated problem. When it comes to enabling your non-negotiable life events such as retirement, it is more important to ensure the reliability and sufficiency of your investment returns.
While it is true that you could achieve a higher return by investing in the S&P 500 compared to a globally diversified portfolio of stocks and bonds, the crucial question is whether you can stomach the risks and ride through the extreme volatility that comes with a single-country index.
You may also enjoy the video version of this podcast here:
You can read Chris’ article in The Business Times on this topic here.
Stay tuned for our next podcast episode, where we will be jumping into part 7 of our miniseries: “The Story of Our Clients’ Wealth Journey”.
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here. If you are keen to dive into the specific mini-series episodes, you may do so here:
- The Story of Our Clients’ Wealth Journey: This mini-series delves into the wealth management journeys of our clients.
- The Brain Behind: Christopher Tan, our CEO and regular contributor to The Business Times’ Money Wisdom column, will discuss the thoughts and insights behind selected articles.
Music courtesy of ItsWatR.
The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. Active Investing That Adds Value to the Client
2. Why Rolling Returns Could Increase Your Investment Conviction
3. Why a Robust Estimate of Future Returns Is Important for Investment Planning
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