I decided to help my friend Nick do some minor calculation to see where we are in terms of the valuation for the real estate ...

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 ...

I did a recent health test. Usually, my colleagues who were tasked to be our company champions would help arrange a company ...

The market is a weird beast to figure out. But one of our biggest challenge is helping our clients frame this weird beast in ...

Boustead This Boustead that no one wants is up 55%. There are news that they might be thinking of REITing the properties. Singapore Land Far East Orchard Vicom 14% since April. Delfi 16% for the ...

In December last year, I made a post introducing US ETF company Avantis establishing a presence in the UCITS markets. You can read Reviewing Avantis Global Equity and Global Small Cap Value UCITS ETFs ...

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.

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.