Yong Cheng, do you think I have enough money to spend for the rest of my life?”  This question came from a client of mine—a ...

Dan Rasmussen over at Verdad Capital has a pretty good article providing a different view on the "no/low volatility" of ...

The market is a weird beast to figure out. But one of our biggest challenge is helping our clients frame this weird beast in ...

I did a recent health test. Usually, my colleagues who were tasked to be our company champions would help arrange a company ...

If you want to trade these stocks I mentioned, you can open an account with Interactive Brokers. Interactive Brokers is the leading low-cost and efficient broker I use and trust to invest & trade my ...

There is a relatively new article on Financial Planning blog Kitces.com on trying to help clients understand about saving enough for a Coast FIRE lifestyle.

I met my university mate on the Tuesday after the Friday where I had an “urgent” money conversation with an ex-colleague. (You can read more about my conversations with my ex-colleague here: Your ...

I want to review the sub-funds that are available to the people/investors who have already invested in Investment-linked policies (ILPs) that are sold to them by their Prudential financial ...

Portfolio Change Since Last Update The portfolio was valued at $1.441 million at the end of May and is at $1.476 million at the end of June. We reported a portfolio change of $35,000 for June 2025.

I met up with an ex-colleague last week. My tale of meet ups let me know that they would usually come in bunches. But they are purely coincidental. We try to find patterns where there usually isn’t.