The Eureka Moments for Financial Experts and Advisors
The Eureka Moment for Financial Experts and Advisors
Nothing is more fascinating than to discover something new or what you had imagine only a few...
Should You Give Portfolio, Investments or Stock Advice?
Should You Give Portfolio, Investments or Stock Advice?
Between earning 5% returns on a portfolio and 50% stocks such as Apple or Alibaba, your conversation...
The Complexity of Market View, House View, Clients View and Your View
The complexity of Market View, House View, Client View & Your View?
Ever wonder what is Market View or House View? Ever found disagreement with Client...
Different Types of Loans, Credit & Leverage Facilities
Different Types of Loans, Credit & Leverage Facilities
Housing loans and car loans are the most widely used debt / credit facilities. When it comes to...
14 Reasons Why Most Portfolio Managers rarely set up their own Fund Management Company?
Why Portfolio Managers rarely set up their own Fund Management Co.?
Many dream of becoming the next Benjamin Graham, Warren Buffett, Peter Lynch, Sir John Templeton or...
8 Reasons Why You Can Construct a Portfolio Wrongly
8 Reasons Why You Can Construct a Portfolio Wrongly
Does portfolio construction come first or investment strategy takes priority? Perhaps you might vote in favour...
Why Advisors End Up Focusing on Insurance, Estate Products, Less on Investments?
Why Advisors end up Focusing on Insurance, Estate Products, Less on Investments?
Insurance and Estate Products - Most advisors focus on these products over time, less...
The Biggest Shocks After Mastering the Global Financial Market and Investments
The Biggest Shocks After Mastering the Global Financial Market and Investments
Following Warren Buffett or George Soros, and possibly earning millions of dollars from the financial...
Top 30 Trading Terms
Top 30 Trading Terms
Do you know all these Trading Terms?
" The Trend is your Friend "
Jargons
1
Long
Buy
2
Short
Sell
3
Rally
Prices are going up or gone up
4
Tank
Came down /...
What is Wealth Management?
What is Wealth Management?
What are the first words when Wealth Management comes to mind? Stocks, bonds, investments, insurance, portfolio management, money management and financial planning. Pockets...
