My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of the Safe Withdrawal Rate in Income Planning: What We’ ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue ...

I decided to update readers about my spending here on my blog. I think most might not realized that since Apr 2023, I been publishing my monthly spending on my Instagram page here. My Instagram ...

I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now…) Sagar Partners is a Registered Investment Adviser (RIA) that manages an ultra ...

If you want to trade these stocks I mentioned, you can open an account with Interactive Brokers. Interactive Brokers is the leading low-cost and efficient broker I use and trust to invest & trade my ...

“Yong Cheng, do you think I have enough money to spend for the rest of my life?” This question came from a client of mine—a 70-year-old semi-retired doctor who has properties worth more than $10 ...

The market is a weird beast to figure out. But one of our biggest challenge is helping our clients frame this weird beast in different ways. Most people would kind of thing that I know a lot of things ...

I did a recent health test. Usually, my colleagues who were tasked to be our company champions would help arrange a company health screening. Since 2022, we been engaged with Dr. Tang from Meridian ...

In December last year, I made a post introducing US ETF company Avantis establishing a presence in the UCITS markets. You can read Reviewing Avantis Global Equity and Global Small Cap Value UCITS ETFs ...

I met my university mate on the Tuesday after the Friday where I had an “urgent” money conversation with an ex-colleague. (You can read more about my conversations with my ex-colleague here: Your ...

Here is the update for my Daedalus portfolio for June 2025. If work is not too busy, I will try to provide an update where possible. I explain how I constructed this portfolio in Deconstructing ...