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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


5 Key Lessons from: The Deficit Myth
The Deficit Myth: Modern Monetary Theory and the Birth of the People's Economy is written by Stephanie Kelton. The book introduces the...
Daniel Lee
Feb 19, 20214 min read


My thoughts on the risk of blind saving and over saving
As Singaporeans, we are all too familiar with the concept and importance of savings. However, not a lot of us are familiar with the risks...
Daniel Lee
Feb 11, 20214 min read


2 Things you must know before you purchase any savings plan
As Singaporeans, we were all taught the importance of saving since young. But while many of us are hardworking savers, very few of us are...
Daniel Lee
Jan 22, 20214 min read


Back to Fundamentals: MSCI World Index & AC Asia Ex Jap
As part of my annual fundamental analysis for the MSCI World Index and AC Asia Ex Jap, I like to examine the Price and Earning behavior...
Daniel Lee
Jan 15, 20212 min read


2020 Annual Review. 2021 Market Expectations
2020 Annual review. 2021 market expectations.
Daniel Lee
Jan 6, 20215 min read
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