Opinion 4/11

4 CPFIS-OA Funds With 7% Historical Annualized Returns Or Higher

A few days ago, I got a message from my client. The client was curious as to his own investment returns, so he checked, sent me back a...

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Why Investors Chose The Singapore Market (And Why They Should Give Up)

Also: How My 2019 Clients Outperformed The Straits Times Index by Over 75% YTD (and counting) ...by the way, people seem to really like...

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How I Helped A '35 Year Old' Client Get $3000 Cheaper Insurance Than a 30 Year Old

How I helped a 35 year old pay $3000 for the same value of coverage as a 30 year old.

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Closing Down Unethical Consultants! And A Personal Update

All year - I've been working with a group of Personal Finance advocates to close down a lot of unethical Consultants...amongst other things.

INDIRECT LOSSES! How They Kill Your Dreams (And How Investing Will Save You)

Indirect Losses are an area which very few Financial Planners understand and account for. Learn about them here.

The Complete Guide To Child Insurance! (in order of priority)

It can be very hard to be objective about Child Insurance. If you MUST buy - buy it in order of importance.

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Don't Jaywalk - Because Kids Are Watching! A Lesson in Employee Management And Investing

A short article on Employees and Investing before a technical article next month.

Why Jamus Lim Would Suggest Going Into Debt to... Make Lots of Money? (with context)

A Short Write Up explaining the pros and cons more. Please seek a detailed consult from a licensed consultant such as Money Maverick.

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Why Insurance Agents (and Me!) Don't Like Serving Those With Pre-Existing Conditions, Part 1

And the Honest, Legitimate reasons behind it. [Hard Truth]

How to Choose Your Financial Consultant - An Introduction to Saturation

Personal Thoughts about Saturation Risk that affects Businesses and Services - when a business is too big to serve you.