I did not have a good week at work. Whenever I struggle with work and have no one to confide to, there are usually some random thoughts. Sometimes they just keep repeating and repeating. This ...

I decided to help my friend Nick do some minor calculation to see where we are in terms of the valuation for the real estate ...

Boustead This Boustead that no one wants is up 55%. There are news that they might be thinking of REITing the properties.

Dan Rasmussen over at Verdad Capital has a pretty good article providing a different view on the "no/low volatility" of ...

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 ...

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 ...

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 ...

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 ...

There is a relatively new article on Financial Planning blog Kitces.com on trying to help clients understand about saving enough for a Coast FIRE lifestyle.

Portfolio Change Since Last Update The portfolio was valued at $1.441 million at the end of May and is at $1.476 million at the end of June. We reported a portfolio change of $35,000 for June 2025.

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 ...