financial planning

By Chuin Ting Weber, CFP, CFA, CAIA CEO & Chief Investment Officer, MoneyOwl Are tax incentives and multiple choices sufficient for good financial planning outcomes en masse? It may not be obvious in Singapore, but financial planning and financial literacy are professions that attract international research. Recently, Wharton’s Assoc Professor Christina Zhu conducted an award-winning study...

By Chuin Ting Weber, CFP, CFA, CAIACEO & Chief Investment Officer, MoneyOwl Prof Annamaria Lusardi is a global authority on financial literacy When I had the privilege to meet her in the US while on the Stanford Executive Program one year ago, she said to me, “Financial advice is not a substitute for financial literacy.”...

By Vivienne OngMarketing Lead, MoneyOwl Budget 2025 has just passed, and it’s clear that there is one thing that is still weighing on the minds of Singaporeans – the high costs of living. “Cost of living concerns go ‘far beyond’ GST; raising the tax not an easy choice: PM Wong” While the payouts announced in Budget 2025...

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...

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