Recently I was confronted by a prospect who basically mocked me, saying that my benchmark of 8% was too low and he could get better...

I had a very enjoyable talk with a client recently. She wanted to pursue FIRE [Financial Independence Retire Early - the art of having...

MAYBE only older people would have noticed - especially the ones who frequent banks, but they could probably see that their policies have...

Otherwise known as: a) Why Someone Who Has Investment Experience Should Still Consider Using a Financial Consultant, or b) How I made my...

In my attempt to behave myself whilst my reference check is being conducted, I've simply been doing business preparatory work. Being...

I ALWAYS get questions about 8% returns. Aside from being a lucky Chinese number, it also tends to be the most common illustration by...

So this article came out recently, and it was even more annoying than Investment Moat's 'The True Reason to Choose Term Life Insurance...

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...

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...

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...