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 once a client invests with us. So, why should clients pay us an ongoing advisory fee if we take a ‘passive’ instead of an ‘active’ approach to investing?
In this episode, our CEO, Christopher Tan, explains why Providend uses the Ibbotson-Chen Earnings Model, when crafting our client’s wealth plan, to properly estimate the future expected returns of the stock markets and how our investment approach has shined during the market downturn in 2022.
Meanwhile, stay tune for our next episode on the 3 main aspects of Estate Planning – Distribution, Creation & Preservation!
You can find the original article of The Futility of the Active Versus Passive Debate here.
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
The host, Nataly Ong, is Deputy Head of Brand Experience at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. Conversation with Clients One Year After the Crash
2. How to Build a Good Wealth Plan
3. Wealth Advice Is Only as Good as How It Is Received
*Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!
For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help 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.
