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buy term invest the difference

The Real Deal Between VUL vs. BTID (Mutual Fund + Term Insurance)

I really can’t remember when I first encountered Variable Universal Life Insurance (VUL). What I remember is the negative impressions and reservations that I have for this hybrid investment instrument, probably brought by the influence of popular western financial gurus like Suze Orman, Dave Ramsey, and the like. What’s a VUL, anyway I referred to […]

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How does Peso Cost Averaging works?

As often advised by financial experts, when one invests, either in the stock market, in mutual funds, or even Forex, a clear strategy should be established to achieve a higher probability of success. These strategies ranges from very complicated detailed analysis of the price and economic movement of each unit of the investment instrument (e.g. […]

Stock Market Investment

Mutual Funds vs. Direct Stock Market Investing

Now that you are decided that you are ready to start investing, you are then starting to look at your options. And after a few searches, you ended up having to choose from two viable options – Mutual Funds and Stock Market. Thinking which is better, you now felt you’re in a dead end. Worry […]

choosing the best mutual fund

How to Choose the Best Mutual Fund Company

The most challenging part of investing in mutual funds is choosing what mutual fund company you’ll be investing in. And of course, you’ll probably looking for the best. The problem is, as I have mentioned in previous post, “best” is something subjective. It differs from one person to another. There’s really no such thing as […]

Investing: Light at the end of the tunnel

Investing: The Light at the end of the Tunnel

As a financial advisor, I’m very fortunate to meet different types of people – the rich ones, the pretending to be rich ones, and the very humble types who dream BIG. Let me share with you my admiration to the very humble types with big dreams. The Dark Tunnel I have realised, well in a […]