As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund Advisors’ Global Advanced Conference. [...]

Since the late 90s, I have been to different parts of the US for work almost every year and I recently just returned from a near 2-week business trip to San Francisco, Dallas and Austin with [...]

As the 2024 US presidential election approaches, investors are grappling with uncertainty surrounding the potential outcomes and their implications for the financial markets. The political [...]

Welcome back to part seven of this nine-part mini-series, “The Story of Our Clients’ Wealth Journey”, where we continue exploring the wealth management journey of our clients. As [...]

I have been listening to the podcast, I Will Teach You to Be Rich by an American author and entrepreneur, Mr Ramit Sethi. While many episodes feature stories of people’s struggles over debt [...]

Gold has been recognised as an important instrument to store, exchange, and preserve wealth since ancient times across different countries. Today, even though we no longer use gold as a currency, [...]

Executive Summary  August 2024 brought sharp market swings, driven by weak U.S. economic data and an unexpected rate hike from the Bank of Japan, which triggered a carry trade unwind and a global [...]

We often think that only the financial illiterate need wealth advice. However, in our own experience, it is not uncommon for financially savvy individuals to reach out to explore our services. We [...]

Dot-Com Bust Era (1995-2000) During the dot-com bubble, many tech companies had little to no earnings growth. For example, Pets.com, one of the most notorious failures of the period, had no [...]

As you embark on your journey through life, understanding how to manage money is one of the most valuable skills you can develop. To help you get started, we have curated a podcast ‘starter-kit’ [...]

Question: How should a fresh graduate working in the engineering sector manage his/her finances? Long-term and short-term! Answer from our CEO, Christopher Tan: Thank you for participating in [...]

Being a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, encourages us to think beyond the financial aspects of retirement, considering the [...]

A few weeks ago, one of my colleagues retired after working at Providend for almost two decades. Just before he left the company’s chat group, he wrote his farewell message to all of us. It hit [...]

Question: How would you advise people who want to go on sabbaticals / mini breaks but are too afraid to do so? How do we know when we have “enough” or can “afford” to warrant a short pause on our [...]

Executive Summary  In July, global equity markets saw strong performance driven by weaker-than-expected inflation and employment data, increasing the likelihood of a Federal Reserve rate cut. [...]