I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now...) ...

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.