Learning to Invest in Individual Stocks & Proper Portfolio Management with Investment Quadrant 2022
I have been known to wear many hats, from writing about personal finance, index investing, wealth management, financial independence and…
JPGL vs IFSW vs Dimensional Global Core vs SWDA – 22-year Performance Showdown Comparison
In some of the articles on Smart Beta in the past, I shared that with the additional risk that you…
Here are the Retirement Income Preferences of Financial Savvy Singaporeans [Survey Results]
A month ago, I requested whether you could help me do a retirement income survey, and you happily obliged. Originally,…
Beyond Financial Security, Is There Little Difference In Quality of Life?
A good friend of mine shared with me the following LinkedIn post from an Engineering Head: I thought this is…
Why Nataly Decided to Be a Digital Nomad for Two Months (Giveaway Contest)
When was the last time you mentally check yourself out from making a decision that could drive your life in…
Will the Massive Mid-June Options Expiry Window Bring About Some Relieve to the Markets?
Painful. That is the only word that I can use. These days, I basically lost 1 year of my annual…
Making Great Non-Financial Decisions to Fund a Good Life
PWL Capital’s Portfolio Manager, YouTuber and host of the Rational Reminder Podcast Ben Felix decide to dig up the research…
What is the Negative Sequence of Return Risk and How Does it Affect Your Retirement?
There are some risk considerations that we should be aware of when we are spending down our assets. The majority…
I Tracked My Blood Glucose for 14-Days 24/7. What I Found Out About My Glucose Tolerance
They say that “what doesn’t get measured, doesn’t get managed.” The opposite may be true as well. As a financially-conscious…
Providend is Hiring New Associate Advisers (2022)
Update June 2022: Our wealth advisory firm is looking for MORE individuals to join us as associate advisers. The client…
A Good Case Study of How Not to Mistreat Clients.
Working in a wealth advisory firm made me more acutely aware of different aspects of the business. I don’t handle…
Interactive Brokers Now Lets You Trade Fractional European Shares and ETFs (Only if they are Liquid and Big Enough)
3 years ago, Interactive Brokers started to allow its customers to trade fractional shares listed on US stock exchanges on…
Singapore Savings Bonds SSB July 2022 – Second Highest Long Yield (2.71%) in SSB History
Here is a safe way to save your money that you have no idea when you will need to use…
[Book Giveaway] Participate in Retirement Income Survey and Win A Pair of Money Wisdom and Estate Planning Made Easy
Readers of Investment Moats know how fascinated I am by the topic of retirement income that we need when we…
Well-Regarded Stocks Also Crashes, Just like No-GAAP Earning Tech Companies. The Right Communication to Clients.
One of the things I participated in at work was working on different aspects of client communication. Some stuff is…
New NTUC Gro Capital Ease Eco – 3 years Guaranteed 1.82% a year ESG Insurance Savings Plan
In the past 3 years, the world had to grapple with the effects of the pandemic on the economic and…
Dividend Investing Through the Research Lens
Ben Felix over at Rational Reminder podcast spends some time in a recent episode explaining why dividends are less relevant…
Why We Keep Micro-Managing Our Stock Positions When Market Collapses (and what Ian Cassel thinks might help us)
Ian Cassel, micro-cap investor and founder of MicroCap Club, join Acquirers fund’s Tobias Carlisle and Jake Taylor in last week’s…
Attend REIT Symposium 2022 Online this Saturday (Tomorrow) for FREE
Just want to let you guys know that this weekend, the annual Singapore REITs Symposium will be taking place. Past…
How Attractive are the Astrea 7 PE Bonds? (Indicative yield of 4.3%, 5.6%, 6.3%)
Temasek’s subsidiary Azalea last week lodged the prospectus for a new tranche of Astrea bonds. You can start applying for…
The Performance of International Stocks was on Par with USA before 2010
Recently, I heard on a podcast that if we cut off the performance comparison between international stocks and the US…
How Cheap is the Market Currently?
In our client communication, I have been thinking about why the market should recover based on fundamentals. Ultimately, people need…
The 35% ABSD on Living Trusts Look More like a Wealth Tax
The Ministry of Finance announce almost at midnight a 35% Additional Buyer’s Stamp Duty (ABSD) will now apply for any…
Constructing a Portfolio that Allows You to Stay Rich
The portfolio that allows you to stay rich or preserve your wealth, may have to be very different from the…
Singapore Savings Bonds SSB June 2022 – Short (1.43%) and Long (2.53%) Yield Shot Up
Here is a safe way to save your money that you have no idea when you will need to use…
The Armour that Protects You From Depression May End Up Suffocating Your Life
Where do you get your confidence from often? I think more than often, a lot of us get our confidence…
Which CPF Life Plan Gives the Greatest Return?
I first wrote this post in December 2018 to figure out the return on investment on our CPF LIFE annuity.…
New NTUC Gro Capital Ease – 3 years Guaranteed 1.82% a year Insurance Savings Plan
NTUC Income is back with a new tranche of Gro Capital Ease. This time, the Gro Capital Ease is a…
Reviewing MoneyOwl’s Three CPF Portfolios
Since launching its bionic advice service in 2018, MoneyOwl has slowly added the necessary financial offerings so that consumers have…
The Most Important Things to Leave Behind in Legacy Planning
My boss Chris writes a rather regular column over at Business Times but took a break last month due to…