When robots take over your portfolio (and hopefully make you rich)
“As we enter the age of AI investing, it’s not hard to imagine a future where investors are replaced by robots. But...
Legacy planning: Tackle life decisions first, then look into products
IN THE past three years, we have seen a rise in the number of people coming to us for end-of-life, legacy and...
Redefining the retirement income goal
FINANCIAL-PLANNING tools largely assume retirement spending is relatively predictable, and that it increases annually with inflation regardless of an investment portfolio’s performance...
Six habits of highly effective investors
WHEN it comes to habits, you’d be surprised at how sticky they can become. A chemical called dopamine, known for being related...
Overcoming fear in investing: Invest in what you know
I REMEMBER once chatting with a fear counsellor. This person helps people overcome their irrational phobias. As the counsellor explained to me...
How smart clients invest in themselves – and why
“Ultimately, there’s one investment that supersedes all others: Invest in yourself. Nobody can take away what you’ve got in yourself, and everybody...
Achieving contentment is the biggest gain
THIS month marks the 25th anniversary of my career in wealth advisory. Time really flies. I had a good career – not...
Retiring well – 8 guiding principles
AS MY financial knowledge and experience have grown over time, my beliefs on how to achieve sustainable financial wellness have also evolved.
Positive returns do not mean enough returns
YOU may be accumulating towards retirement or already spending in your retirement years. That your investments reach their planned returns is crucial...
Critical illness cover: Thumbs up for innovation
CRITICAL illness (CI) plans are a staple among health insurance products and are regarded as a must-have for health risks, alongside hospitalisation...