As retirement specialists, we use instruments that are low-cost and do not try to beat the markets for our clients.
In this episode, I will explain why we use index funds by looking at the risks and costs involved, as well as its alignment with Providend’s planning philosophy.
0:27 Investments we use for our retiree clients
2:59 Why we advocate index funds?
4:57 The key reason why many active managers cannot beat the market
5:41 The mindset of ‘enough’ and use of Vanguard funds
Important note: The primary reason for retirement planning is to safeguard your wealth and financial stability, not chase after investment returns.
To learn more, download our RetireWell™ eBook now!
(It consists of 11-part articles written by Chris and were featured on The Business Times every month for almost a year in 2017)
View the full list of podcast episodes published here.
The host, Christopher Tan, is Chief Executive Officer of Providend Ltd, Southeast Asia’s first fee-only comprehensive wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness“. He is also a Certified Ikigai Tribe Coach.
Learn more about the book here.
Music courtesy of ItsWatR.
For more related resources, check out:
1. Providend’s Money Wisdom Podcast Episode 16: Chasing Returns in the Retirement Game
2. Why Parents Should Start Thinking About Retirement Now
3. Evidence-based Investing – Why Is It Important?
Download our Investment eBook titled “A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty” here.
Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. Learn more about our investment philosophy here.
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.
