My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of the Safe Withdrawal Rate in Income Planning: What We’ ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment ...

Last week, I wrote an article about why and how sometimes we need to take a step back and look deeper into the fundamental ...

I decided to update readers about my spending here on my blog. I think most might not realized that since Apr 2023, I been publishing my monthly spending on my Instagram page here. My Instagram ...

I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now…) Sagar Partners is a Registered Investment Adviser (RIA) that manages an ultra ...

If you want to trade these stocks I mentioned, you can open an account with Interactive Brokers. Interactive Brokers is the leading low-cost and efficient broker I use and trust to invest & trade my ...

“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 70-year-old semi-retired doctor who has properties worth more than $10 ...

The market is a weird beast to figure out. But one of our biggest challenge is helping our clients frame this weird beast in different ways. Most people would kind of thing that I know a lot of things ...

I did a recent health test. Usually, my colleagues who were tasked to be our company champions would help arrange a company health screening. Since 2022, we been engaged with Dr. Tang from Meridian ...

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 ...

I met my university mate on the Tuesday after the Friday where I had an “urgent” money conversation with an ex-colleague. (You can read more about my conversations with my ex-colleague here: Your ...