Investment
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S2E27: Why Providend Uses the Ibbotsen-Chen Model in Our Planning Process
At Providend, in order to help our clients achieve enough returns in the most reliable way to enable their life goals and life events, we started using the Ibbotsen-Chen Model early this year to [...]
Why a Robust Estimate of Future Returns Is Important for Investment Planning
When I first started my career in the financial services sector in the late 90s, comprehensive financial planning was not widely practised. Most of the time, it was really just product sales. I [...]
S2E22: Why an Investment Expert Would Be Willing to Pay for Wealth Advice Ft. Dr Wei Dai from DFA
“When you say people get free advice here, I laughed because in the end when you think about how this world works, nobody works for free. So you are paying for what you are getting somehow. [...]
S2E19: The Brain Behind – The Futility of the Active Versus Passive Debate
As we appear to take a ‘passive’ approach to investing by not doing the typical tactical asset allocation (TAA) or market timing approach, many seem to think that nothing much is done [...]
S2E18: Fed Rate Hikes, Growth vs Value, AI Megatrends: How Should You Invest in 2H 2023?
In the past quarter, we have seen multiple trends emerging in the investment market, most notably the buzz around artificial intelligence (AI). Many investors watching the AI trend are curious [...]
Here’s Why We Charge a Higher Fee Than Robos
From time to time, we will get this question about the way we manage wealth for our clients: “why should clients pay you an ongoing advisory fee if you take a “passive” instead of an “active” [...]
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