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Response to Budget Babe's Open Letter: Probably kinda sorta right...
So. Budget Babe recently released an open letter to insurance agents. It was about as well-received as you can expect; she’s a much...
Sep 12, 20196 min read
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When it comes to Insurance, Prioritise your Early Critical Illness Plan
The way I see Early Critical (ECI) is that it's a way of evening out the odds. As tech advances, the average Singapore life expectancy...
Sep 12, 20192 min read
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#FinancialFriday - Do you actually know why you are getting insurance?
How many insurance policies do you have? I've met many different types of clients throughout my career as a Financial Advisor (FA). One...
Sep 12, 20193 min read
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Ditch the Efficient Market Hypothesis if you want to Beat the Market
The EMH stands for the Efficient Market Hypothesis (aka Efficient Market Theory) and it's an investment theory about how share prices...
Sep 12, 20194 min read
435 views
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A Beginner Approach to Saving for Retirement, While Paying for a House
CNA published a commentary on how 'Singaporeans were saving too little and too late'. Young adults planned to retire between 55 and 65...
Sep 12, 20193 min read
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Why 100% of Passive Fund Managers Underperform Benchmarks*
In late 2016, the Financial Times reported that 99% actively-managed US funds were underperforming. In 2017, Fortune titled their piece,...
Sep 12, 20195 min read
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Response to Dr Wealth's Mutual Fund Article: More work needs to be done
I recently came across the new Dr Wealth article titled, "Should You Invest in Singapore Mutual Funds or Unit Trusts?" and it felt like a...
Sep 12, 20195 min read
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#FinancialFriday - If not the STI ETF, then What?
Two days ago, I published an article about how the STI ETF is not suitable as a beginner investment. They might be convenient to buy...
Sep 12, 20192 min read
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Do you know if you can handle these 4 psychological problems of BTIR?
When it comes to investing and insurance, a concept you've likely come across is Buying Term and Investing the Rest (BTIR). BTIR is a...
Sep 12, 20194 min read
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How to Bag Yourself a Top Insurance Agent in Singapore
Choosing someone amongst the thousands of insurance agents available in Singapore is not an easy task. Who do you choose? Do you pick the...
Sep 12, 20193 min read
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