Archives

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 [...]

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 [...]