Author: YH Wong

It is that time of year again when the “big boys” of Wall Street (with access to some of the smartest minds and more data and information than anyone else) roll out their glittering 2025 outlooks, each more meticulously polished than the last. As part of my annual tradition, I have been diving into these…

Wharton’s Matt Killingsworth has discovered something that might make your wallet (and your heart) a little lighter. Happiness apparently keeps climbing alongside your income, smashing through previous expectations like a caffeinated stock market. Who knew money could buy smiles and surprises? Here is a section: While there is plenty of research on money and happiness,…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting an insightful post on George Soros, a figure I greatly respect as one of the most exceptional investors on my radar. I must confess that my investment approach is influenced…

When we take a step back and truly reflect, it is clear there is much to be grateful for in our home country. Yet, we must also acknowledge the harsh reality that millions of people are not as fortunate. Inflation continues to be a relentless force, eroding the financial stability of the most vulnerable among…

As 2024 draws to a close, this week’s blog post will be a bit lighter than usual mainly because I’m swimming in a sea of meetings, calls, and last-minute to-dos. It is that time of year when my calendar looks less like a tool for organization and more like an abstract piece of modern art…

As 2024 wraps up and we begin to peek into 2025 because let us face it, that calendar switch always sneaks up on us and it is the perfect time to take a step back and get your investment strategy in order. The markets never fail to keep us on our toes, throwing surprises our…

Happy new month! Should I just keep regurgitating a lot of things that I have been spewing on and off here? The year is slowly drawing to a close. Some of my clients and partners are even more quickly disappearing off on holiday – how lucky. I have started working on my New Year letter…

In a recent series of conversations about managing family offices including meetings with some really smart people in this part of the world, I not only learned a lot but also enjoyed a few chuckles along the way. Well, managing wealth might be serious business but it does not mean we cannot laugh at the…

People have diverse beliefs and perspectives. I usually avoid engaging in arguments or debates about certain things especially personal beliefs. Everyone is entitled to their own opinions or positions, and it is okay to agree to disagree. I find more value sharing my experiences or insights with those who are open or positive to what…

Happy Thanksgiving! As we begin to close out 2024, I will be sharing my views on the economic and market outlook for 2025 in the coming weeks. Stay tuned for insights on navigating what promises to be another dynamic year for our investors. Looking back, 2024 has been quite the ride. Between political drama, global…