Perils of Risk Profilers
Published May 2016
INVESTORS ARE NOT PIGEONS! Conventional risk profilers tend to pigeonhole investors into a fixed investment mandate with no considerations to current market conditions.
Managing Healthcare Costs
Published May 2014
Premiums of medical plans will increase according to the relevant age band. Do you have the right plan? Are you with the right insurer?
The Senior Portfolio
Published May 2014
It is a misconception that the majority of a senior’s portfolio should be conservative.
Is My Home An Asset or Liability
Published May 2013
Well-known investor, Robert Kiyosaki, defines an asset as something that puts money into his pocket while a liability takes money out of his pocket.
Real Estate as an Asset Class
Published May 2013
One of the key advantages of direct real estate investment is the power of leverage. Leverage works both ways.
Power Budgeting
Published November 2008
"The Millionaire Next Door” is one of the most comprehensive studies ever done on America’s wealthiest and how they did it. According to the study, the top quartile of wealth accumulators spent an average of 100.8 hours a year (8.4 hours per month) planning their finances.
