To invest, or not to invest – that is the question. But in the land of opportunities gain and lost, investment is more of the norm rather than the exception. So ditch the excuses and discover the Mutual Fund that is compatible to your goals and dreams. But caution should be observed, hence this checklist before you make that great leap of financial faith. Read the rest of this entry »
Mutual Much? A checklist to find the right Mutual Fund
On August - 16 - 2010ADD COMMENTS
A Truly Inspiring Story
On June - 30 - 20102 COMMENTS
by Kendrick Chua
Last week, I was having a conversation with an acquaintance when she broached the topic of investing. Having heard from another friend that I am into it, she asked how I was doing. I answered that my portfolio is doing quite well and couldn’t be happier with it. Impressed, she said that she’d like to start investing but only when she has a bigger capital. Being a financial advisor and faced with an ‘excuse’ like this, I had the urge to lecture about the fallacy that had since prevented people like her from investing. I resisted. There is a proper time for that. But I can’t help but be disappointed that despite all efforts to kill the myth, it is still very much alive today. Read the rest of this entry »
Decoding the Investments Lingo
On April - 28 - 2010ADD COMMENTS
Chrissi Morillo
Oftentimes, when a layperson is approached by someone who would talk about opportunities of being invested in the market, we get one of two responses: a wave of a hand, not to indicate a welcoming remark but instead means “not interested”, or a puzzled look. Read the rest of this entry »
Where to Invest in 2010
On February - 3 - 20102 COMMENTS
By Ken Chua
Originally published in MoneySense, Jan-Feb 2010
Nowadays, Celine (not her real name), a relationship manager for a private bank in the Philippines, is all smiles when talking to her clients. Her smile reflects their sentiments, who just a year ago, were also hit by the prevailing market conditions. After all, no amount of wealth can shield her high net worth clients from the financial crisis. Read the rest of this entry »
Inflation Series: How to Beat Inflation?
On January - 25 - 2010ADD COMMENTS
We understand that inflation is the silent killer that erodes the value of our money.
But how can we beat it?
Several financial vehicles are actually available to the discerning investor. The wide spectrum of savings and investment instruments reflects their risk and return relationship. Read the rest of this entry »
