#financialplanning | Money Maverick 3/4

How to Double Your Income Every 5 Years (especially for Employees) - An Article to Kickstart 2021

I actually was supposed to write this...over a year ago. Some of my more loyal readers may remember. You may be wondering why Money...

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Money Maverick 2021: I Resigned From The Financial Services Industry

I'm writing this on the 7th of January, 2021. It's been quite possibly, one of the hardest weeks in my entire life. As I type these words...

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How a Great ILP Fund Fell - Fortress Fund A (A Review)

When I first joined the industry and realized how much I love investing, I was still a wide-eyed kid at the time. I didn't know back...

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I Got Reported to MAS Over 120 Times! (by the same person) - Business Analysis, Personal Update

I am writing this while at home, having incapacitated myself to some degree from overwork. Yes, I really am that stupid. I can tell you...

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Why CPFIS Failed Before (and why it wont fail now)

Last week, I wrote an article on CPFIS Funds. As usual, some morons people were critical that past performance doesn't equal to future...

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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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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Investment Context: Defining a Genius and an Idiot

Context is important before you randomly select investments from something you read online, like silly reviews.

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.