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2021 Semi-Annual Investment Portfolio Review
A quick look at what has happened over the last 6 months and what to expect over the next 6 months for our investments
Daniel Lee
Jul 9, 20212 min read


Technical Analysis: MSCI World Index and AC Asia Ex Jap
In this article, I will be zooming into the technical analysis of the MSCI World Index and AC Asia Ex Jap.
Daniel Lee
Jul 4, 20215 min read


What you need to know about using money market fund for short term saving
As the banks and insurance companies lower their interest rate on their savings product, it is only natural that we would want to look...
Daniel Lee
Jun 4, 20214 min read


Managing your money in a low-interest-rate environment
Like it or not, the new age of money management has arrived. If you do not adapt to the changes that have occurred over the years, you...
Daniel Lee
Jun 4, 20216 min read


Let us not glorify the act of investing and see it as it is
Whenever people speak of the term: “investing” they often make an effort to differentiate their investment operations from that of...
Daniel Lee
Apr 16, 20213 min read


Quarterly Market Cycle Review: Where are we at today?
As at April 2021 This is an exercise from the book: Mastering the Market Cycle in which the purpose is to understand the “temperature” of...
Daniel Lee
Apr 9, 20214 min read


7 Things you must know before you purchase any life insurance
In our previous article – Things you must know before purchasing any insurance - we’ve established that life insurance is one of the...
Daniel Lee
Mar 26, 20217 min read


Case Study: How you can save money by reviewing and restructuring your insurances
Have you ever felt like you are paying too much for your insurances? Or perhaps it has been a while since you last reviewed your...
Daniel Lee
Mar 12, 20214 min read


Case Study: How you can save money by getting a second opinion on your insurances
For the same client, a different financial planner will plan differently based on their knowledge, experience, and planning methodology....
Daniel Lee
Mar 12, 20215 min read


4 Financial lesson for graduates and graduating students
First of all, congratulations on completing your University Education! You are finally done grinding for more than 15 years within the...
Daniel Lee
Feb 26, 20216 min read
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