Question: I am Fred, in my 30s and an employee. After many years, I was finally able to open two investment accounts, one for mutual funds and another one for stocks. After joining many Facebook groups, I learned about the strategy called peso cost averaging. Is peso cost averaging always the best strategy? —Fred via … Continue reading Is peso cost-averaging a good idea?
Calling all the graduates of my previous Master Class programs! You are requesting about this for a lot of times already so here it is! You can now join the Level Up Master Class for Financial Advisors this November 2021. This program is designed to further enhance the competency of the financial advisor by covering … Continue reading Level Up Master Class November 2021
One of the most basic money management principle I always mention is this: Distinguish wants from needs. Most of the time, what we want isn’t what we need. And if we’re honest, we’ve been given far more than we actually need. We need food, clothing and shelter. We want everything else. So how do we … Continue reading Needs, wants and contentment
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