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Executive Summary  In May 2024, global stock and bond markets rebounded significantly, driven by strong corporate earnings, slowing inflation, and increased economic activity in the US and EU. [...]

In recent years, I have been hearing more and more investors say that all they need to do is buy an ETF or Index Fund that tracks the S&P 500 index and they would get the investment returns [...]

To conclude this book, I would like to first share the results of a survey and summarise what we have covered.  A survey was done in 2010 to understand the retirement journey of individuals (The [...]

So far, I have shared how we can use our proprietary tool, RetireWell™, to give our clients, Richard and Eva, a reliable income stream throughout their retirement.  However, retirement [...]

Once we have used the RetireWell™ tool and decided on the distribution of a retiree’s assets and the asset allocation for each portfolio, then we need to execute the investments well by [...]

The content of the last two chapters should be encouraging for any investor or retiree. If we invest in a broad, market-based portfolio in the right allocation, and stay invested for an adequate [...]

Once we understand that reliable investing is about capturing returns from the market rather than trying to outsmart all the other market participants, it becomes natural to then ask: Why do [...]

Paul Merriman, the financial educator and adviser, believes that you can invest just $3,000 on behalf of your child, and turn it into $50m.  If he’s right, this could be the most important [...]

I love getting stuff for free. My word, I seriously love getting stuff for free. In fact, the only person I know who loves getting stuff for free more than me is my mother. The apple doesn’t fall [...]

The recent economic sabre-rattling between the US and China have upset the markets, with indexes shedding year-to-date gains as investors wake up to the reality that a full-blown trade war is a [...]

Investors are often told by the financial media and experts that stocks are riskier investments than bonds. So much so that it has become almost conventional wisdom, and to state otherwise risks [...]

If you are waiting for the right time to invest in the market, that time is now. You might think I’m crazy. The S&P 500 Index is at an all-time record high, traditional market valuation [...]

Why Do Some People Invest Only In Singapore Blue-Chip Stocks? “Sean ah,” approached my auntie during Chinese New Year. “Eh, ask you…you work in investing right? So which companies’ stocks are [...]

With suggestions that U.S. Federal Reserve may raise their interest rate benchmark in 2017 due to a recovery in the U.S. economy as well as an anticipated increase in fiscal spending under [...]

In early September, Deputy Prime Minister Tharman Shanmugaratnam revealed that over the past ten years, more than 80% of CPF investors would have been better off leaving their money in the CPF [...]

In early September, Deputy Prime Minister Tharman Shanmugaratnam revealed that over the past ten years, more than 80% of CPF investors would have been better off leaving their money in the CPF [...]

Over the years, I’ve had many family members and friends ask me which stocks they should buy. While in the past I answered by naming a few stocks that I thought were of good value, after some [...]

Making your money work harder for you has been relatively challenging ever since the Global Financial Crisis began in 2008, with later events such as the European debt crisis and China’s economic [...]