While many of us hope to pass along a financial legacy that supports future generations, there is often a concern that leaving too many assets could inadvertently spoil our children or discourage them from pursuing their own paths to success. Fortunately, my guest speaker today will share insights on how to balance generosity with the…
Author: YH Wong
The real world does not care about your titles
When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?” If you are considering the CFA or already knee-deep in it, you better have a clear end goal in mind. Is it a shiny badge on LinkedIn you are…
Catching up in the fast lane
When it comes to the world of cryptocurrencies, it is easy to feel like you are trying to explain them to your grandpa. Fortunately, I have a partner who stays ahead of the game and sometimes, I think he is moving just as fast as the market itself. Always on the move, he is constantly…
Steady as she goes
I just received the latest commentary from our multi-strategy fund partner in Singapore. He runs one of the most consistent funds in our universe of alternatives, managing to stay calm through market swings much like those plants that seem to thrive no matter how many times you forget to water them. Here is a section:…
Survey Monday
As we enter the final quarter of 2024, investors are grappling with a multitude of pressing questions. While uncertainty is a constant in the world of investing, today’s environment seems to present even more complexities than usual. From volatile markets to geopolitical tensions, inflationary pressures, and shifting global economic policies, the challenges can feel overwhelming….
You are what you eat
In Maharishi Ayurveda, the saying “you are what you eat” encompasses more than just physical nourishment. It suggests that food not only sustains the body but also deeply influences your consciousness and emotions. What you eat can shape your mood, evoke feelings of joy or anger, foster calmness or restlessness, and determine whether your thoughts…
Bulls, bears, and what comes next
I’m no perma-bull, but being bullish in a bull market has been the way to go. As I like to say, it is not exactly rocket science to be bullish when things are going up. Sure, pullbacks and temporary losses are just part of the ride, but I have no problem doing a U-turn and…
Momentum in the making
China’s latest measures mark a positive step forward, especially as they have been rolled out together rather than as isolated actions, which typically have a more limited effect. I believe there is still scope for further easing in the coming months. With a significant fiscal policy push, we could see greater momentum ahead. Time to…
Ice cream and safety nets
I have been around long enough to see it all in our show business. Come on, it is a familiar story that is when the stock market is on fire, some investors start acting like they are invincible, chasing returns as if risk does not exist. After all, who needs diversification when every stock seems…
Less “likes”, more results
In a world where being “connected” often feels like a full-time job, I have managed to maintain a rather elusive online presence despite what all the social media gurus might say. While many professionals are actively building their personal brands, I have chosen a different route. No, I did not lose my login password (though…