This video was recorded in 2024, but it remains highly relevant today.
In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to.
To share our insights, we are pleased to share our “Investment 101” video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, discusses essential investing concepts with Dr Peng, to provide you with a better understanding of the financial markets as you embark on or continue your investment journey.
In this episode, Dr Peng and Isaac explore realistic returns for different asset classes and discuss how to handle portfolios that fall short. They also address how much return you actually need to meet your financial goals, factoring in unexpected events like the COVID-19 pandemic.
This video series is now available as a podcast for those who prefer listening on the go:
Watch all five “Investment 101” videos here.
Learn more by reading our investment eBook titled “A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty“:
With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. You can reach out to us for sound advice tailored to your unique situation: https://providend.com/our-clients/service-enquiry-form/
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episodes every Thursday at 8pm.
