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Blog
Your 7-point Mid-Year Financial Plan
Table of Contents 1. Check your cash flow2. Review your debt balances …
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Read moreUnderstanding the Concepts of Distribution and Accumulation in Investment Funds
Table of Contents Pros and Cons of Distribution FundsPros and Cons of Accumulation Funds…
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Read moreOvertrading can be the downfall to your investment returns
Table of Contents Patience is a virtueThe damage of overtradingThe psychology…
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Read moreHow The Emotional Gap Affects Investments in Hong Kong
Table of Contents Understanding the Emotional GapStrategies to Mitigate Emotional Biases In the realm of finance,…
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Read moreUnravelling Mutual Funds, ETFs and Index Funds
Table of Contents Understanding Mutual FundsGrasping Exchange-Traded Funds (ETFs)Decoding Index Funds…
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Read moreHow financial planners can help manage your expectations on the return on your investments
Table of Contents Dispelling the 10% MythRealistic Expectations: Balancing Risk and Return…
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Read moreTaking the Easy Wins
Table of Contents Are there pension/tax planning opportunities in Hong Kong?Should I…
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Read moreChoosing the Right Path: Evaluating Irish-Domiciled Funds and US-Listed Funds
Table of Contents Taxes when holding ETFsAcross the pond: Buying Ireland-Domiciled ETFs…
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Read moreWhy Fee-Based Financial Advisors Warn Against Short-Term Investing Focus
Table of Contents The Allure of Short-Term GainsConsequences of Short-Term Thinking…
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Read moreA Guide to Spring Clean Your Finances
The Japanese kanji for crisis (above) comprises two symbols: one representing danger and the other ‘opportunity.’ Our busy clients often lamented that they never had time to focus on their finances. However, during the COVID-19 pandemic, we witnessed a surge…
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Read moreThe Great Debate: Stocks or Bonds? Making Sense of Your Investment Choices
Table of Contents I. Stocks and Bonds: Unveiling the Investment GiantsII.
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Read moreHow to Perform Due Diligence on a Financial Advisor
Table of Contents What is a Fiduciary Advisor?Compensation Structures of Financial Advisors…
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