For those relying on their investment portfolio for income generation we are approaching a point where the bond pain is going to turn into a gain.

Asset bubbles have existed since time immemorial — they have both made and destroyed entire fortunes. How should we go about dealing with them when investing?

Some things you might want to consider before the end of this year to make sure you’re covered financially.

Despite the fact that markets experience declines every single year, they end up positive for the year most of the time. Investors have to accept market declines as a natural process of markets in their journey towards new highs and opportunistically take advantage of these events by deploying capital when the market offers discounts, boosting long-term returns.

Whilst many investors sometimes seek to alter their investment allocations to try to tap onto new growth areas or ideas in an effort to seek higher returns, not all of these deviations result in higher returns. Very often, it leads to worse outcomes.

According to a study done in 2022, Singaporeans’ top concerns are unsurprisingly related to the economy and the cost of living, after all we are regularly ranked as the most expensive city in the world.

More than half of the entire world have less than USD$10k in total assets. If you have assets amounting to more than $135,000, then you are in the top 13% of the world in terms of wealth. What if you could give without risking your own wellbeing?

Investors can increase their returns by investing aggressively when others are selling. However, investors must be careful not invest blindly during every market decline as you might get caught if it is a large extended one.

Did you know that recession announcements tend to be extremely late? Often by the time they are called, the stock market would already have bottomed and is on its way to recovery.

Last month, Wall Street created its newest billionaire, however, not every investor in his company experienced the same success.

Many tech experts back in 2001 could see that cloud computing was going to be a mega disruptor, but how many of them would imagined that an online bookstore would dominate that market 20 years later?

While wars and geopolitical crises usually cause a short-term reaction in stock and bond markets, it is usually short-lived with markets recovering quickly.

2023 might seem like a great year for U.S. stocks, with the S&P 500 up more than +13% YTD. However, almost all of the returns are from the top 8 stocks in that index. It can be pretty risky to rely on a select few companies for majority of your returns.

The period of time that constitutes ‘long-term investing’ can vary depending on which definition you look at. For us it’s about riding through market cycles to generate sufficient returns for your needs.

It’s 2023. With the the global pandemic and with Pfizer being the leading vaccine manufacturer, you’d think it’d be a metaphorical gold mine if you had this information in 2019. However, the numbers tell a different story.

Despite what multiple news sources suggests, more than half a century of data have not found a discernible relationship between bond yields and stock returns. It would be wise not to make changes based on short-term speculation.

Over the past 15 years, a staggering 92.19% of funds underperformed the S&P 500 index, but while performance numbers are important, over-fixating on them to make decisions might mean missing the big picture.

Principles and values are a steadying force in life, and the same goes for investing. They help to establish your investing philosophy, and can help steady you during market sell-offs or times of volatility.