This month marks the 25th anniversary of my career in wealth advisory. Time really flies. I had a good career, not that it was worry-free. Instead, it was all the crises that I have gone through [...]

In this latest episode, we are glad to have a chat with Mr Terence Quek on his journey to finding his life purpose and how he is living up to it. Terence went from the navy to entrepreneurship. [...]

Many of us were drawn to the sudden collapse of Silicon Valley Bank (SVB) and the events that unfolded over the weekend. It took less than 48 hours from the time that SVB announced they would [...]

相信大家都关注到了上周开始发酵的硅谷银行（Silicon Valley Bank）在 48 小时倒闭的事件，也会关心这件事是否会对自己的投资造成影响。 基于现在的信息，如果你没有投资美元创投基金或初创公司，基本不会受到影响。当然，风起于青萍之末，这件事是否会引发金融市场更大的动荡，我们会持续关注。 至于 SVB 倒闭本身，则又是一个经典的风险管理失败的案例： 1) 不够分散 SVB [...]

Like January, February continues to show a positive correlation between equities and bonds albeit in an unfavourable direction. As shown in Exhibit 1, the S&P 500, tracking US large [...]

I was recently listening to an episode of the “Rational Reminder” podcast in which Rick Ferri’s “four stages of an index investor’s education” were mentioned. (Note: if you like podcasts please [...]

In 2020, the MediShield Life Council conducted the first major review of the MediShield Life scheme since its launch in 2015. One key finding was that the cost of cancer treatment has been rising [...]

Times flies and it has been three years since the outbreak of COVID-19. Looking back, COVID-19 has changed the way we work, live, think and behave in the past three years from 2020 to 2022, and [...]

On 14 February 2023, Deputy Prime Minister and Finance Minister Lawrence Wong gave his Budget Speech “Moving Forward in a New Era” amidst a background of fighting COVID-19 for more than three [...]

Whether you are accumulating towards retirement or spending in your retirement years, having your investments reach their planned returns is crucial in ensuring you achieve your goals. When it [...]

“Hi Claire’s mummy, what are you working as?” “Oh, I’m a stay-at-home mum.” It is not uncommon for my wife to have such conversations outside our daughter’s school or at the [...]

The January effect is a phenomenon where stocks tend to rise at the beginning of the year. The January effect was in full play this year as the stock market rallied following the news of [...]

(This article follows an earlier one titled I hate my job but don’t know what to do next) In my previous article, I shared how I arrived at the difficult decision of quitting my job without [...]

“Focusing on the correct side of your money equation will help you not only be financially successful, but also help you finish well in life.” In this episode, I will elaborate both sides of the [...]

Recently, someone on my Facebook asked me to use 1-3 words to describe how the start of 2023 has been for me so far. I posted “Ctrl-Alt-Del” (Control, Alternate and Delete). What do I mean? To [...]