Personal Wealth Most Read

“Mid-life crisis?” That was the most common reaction I received when people found out I was leaving the firm I had been with for 16 years. It’s not an unreasonable question. After all, it’s not [...]

When people think of ikigai, they often picture a neat, four-circle Venn diagram: “what you love,” “what you’re good at,” “what the world needs,” and “what you can get paid for,” with ikigai at [...]

One of the primary concerns for investors when managing personal wealth is the safety of their assets—especially when those assets are held by a third party, such as a custodian. This concern [...]

Discovering the Why It’s the 23rd of September 2024, and I just spent the last 10 days in the US together with 2 of my other colleagues, Chris and Nataly, to visit and speak with various fee-only [...]

After working hard in your career for the past 15 years, you’ve earned a well-deserved promotion to a senior level in the company. As you read through the promotion letter, aside from the [...]

It is Saturday evening, January 28th, and I find myself sitting with a group of close friends in one of their homes. It is still the Lunar New Year season, and we are having a game of Texas [...]

In the past 3 years, many studies on the value of advice have emerged. Fund managers like Russell Investments and Vanguard, as well as professional associations like CFA Institute and Financial [...]

As parents, we want our children to become successful adults. Yet, many young people nowadays didn’t live up to the potential that their parents or society expected of them. As a successful [...]

At the dinner table some months back, my daughter suddenly blurted out that she wanted to watch a concert by Ed Sheeran. As many of us will probably know, it cost a few hundred dollars just to [...]

The number one excuse I hear for not saving money is that everyone wants to wait until they have more.  Well, with compound interest on your side, it is not a good enough reason. Compound [...]

This is an interview done by ZuuOnline for Christopher Tan, CEO of Providend. Christopher Tan, the CEO of wealth advisory firm Providend, has no illusions about the growing competition posed by [...]

Part of our job as a fee-only retirement financial advisory firm is to evaluate the investment products/proposals that our clients receive from the financial institutions that they have [...]