Articles

How To Make Lump Sum Investing Less Fearful

How To Make Lump Sum Investing Less Fearful

I have seen this question asked in conferences and seminars again. And Again. And Again. And somehow, I felt the people asking that question never got a satisfactory answer. The question: If I have a lump sum of money, should I invest the lump sum in one shot, or...

6th August CIO Letter

6th August CIO Letter

Dear Client, FROM THE CEO/CIO’S DESK: THE RIGHT CALLIf you had invested in the stock market at the beginning of July, did not watch the news in between and only checked your portfolio at the end of the month, you might have thought that July was very boring for the...

2nd July CIO Letter

2nd July CIO Letter

Dear Client, About six to eight weeks ago, the traditional maxim of “sell in May and go away” seemed to be playing out well, when global markets declined by about 6% in a month. In the brutal last week of that month, the temptation would have been to say, let me cut...

6th June 2019 CIO Letter

6th June 2019 CIO Letter

Dear Valued Client, The Shangri-La Dialogue is a high-powered international defence and security forum that has been held in Singapore around the first Saturday of June every year since 2002. In my previous life as a government officer, I worked quite a number of...

On MoneyOwl’s Fees and Comparisons

On MoneyOwl’s Fees and Comparisons

There has been quite a bit of interest in the fees for investing via MoneyOwl, and also quite a bit of some confusion with many comparisons. First, let’s break down the fees for investing with MoneyOwl so that if you wish to compare, they are of apples to apples. Our...