The IP Shake-Up: What the Premium Changes Really Mean, and How to Navigate Them
By: Daphne Lye, CFPSenior Lead, Solutions, Research & Investment, MoneyOwl The recent restructuring of Integrated Shield Plan (IP) riders has prompted a lot of commentary about savings and affordability. Much of it has focused on the headline figure: lower rider premiums. But to make sound decisions about health insurance, consumers and advisers alike need to […]
The Singtel Share Story: A 6x Return and a Lesson in Investing
By: Daphne Lye, CFP Senior Lead, Solutions, Research & Investment, MoneyOwl The recent announcement that Singtel and CPF Board are transferring Special Discounted Shares (SDS) to 615,000 investors’ individual Central Depository (CDP) accounts has brought a 30-year investment journey into the spotlight. How it started: Back in 1993 and subsequently 1996, there were two exercises held […]
How Singapore Investors Can Stay Resilient amidst the US Tariff Pause
On 9 April, markets were rocked by an unexpected announcement: President Trump declared a 90-day pause on tariffs for over 75 countries. Just 7 days after he announced a slew of tariffs of between 10% to 54% across all countries. While the move brought temporary relief, it also raised a critical question — what now? […]
Navigating a Once-in-a-Century Shock: What Trump’s Tariffs Mean for Your Investments and Financial Plan
What Trump’s Tariffs Mean for Your Investments and Financial Plan
Considering a career break? Here’s how you can plan for it.
By Vivienne Ong (DPFP)Marketing Lead, MoneyOwl The term micro-retirement has been trending lately, similar to an “adult gap year,” often attributed to stress. But this isn’t a new phenomenon – I know this as a sabbatical or simply, a career break. And many do this to reassess career plans, manage caregiving duties or simply take […]
Answering your questions on Investment-Linked Plans
We answer your burning questions on investment-linked plans
Building $1m of housing and retirement assets with CPF working contributions
Is it possible to be a CPF Millionaire?
From Angbaos to Assets: Investing Your Child’s Red Packet Money
By Daphne Lye, AWP®Financial Planning Solutions & Investment Management Lead, MoneyOwl I have always looked forward to Chinese New Year, when the extended family gathers to boisterously discuss the latest news and catch up with one another – who recently got attached / married / is expecting, how the kids did in their exams, and […]
Should I give my child a debit card?
It can be a useful teaching tool for children to learn about money management. But parental guidance is key.
No pain, no gain? That doesn’t apply to trades.
By Chuin Ting Weber, CFP, CFA, CAIACEO & CIO, MoneyOwl China has been a pain trade. For quite a few years, the Chinese market has been doing badly. It dragged down the performance of many a macro fund manager. Some held on to the growth story if they could survive the client pressure, while others […]
