Advantages of Mutual Funds

Professional Management The money accumulated in a mutual fund is managed by professionals who decide on behalf of the shareholders on investment strategy. These professionals choose investments that best match the fund’s objectives as described in the prospectus. Their investment decisions are based on extensive knowledge and research of market conditions and the financial performance […]

Top Mutual Funds in the Philippines as of March 31, 2014

Top Mutual Funds

As of March 31, 2014, the Philippines has a total of 49 active Mutual Fund Companies as per Philippine Investment Fund Association (PIFA). Top 10 Year-to-Date Performer Top 10 5-Year-Average Return Performer Top 10 3-Year-Average Return Performer Here is the complete list of all Mutual Fund Companies and their performance in specified periods. You can toggle the header to sort the table […]

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A few years ago, after a very tiring exploration at the Universal Studios at Singapore, me and my girlfriend decided to take a lunch break at the central snack bar of the theme park. The bar has a very western ambiance. There’s one though thing that we immediately noticed while we were there – the […]

The Myth: Accountants and Personal Finance

Accountant

It took me four years to complete and understand, a bit, my college course BS Accountancy before I graduated last 2008. It took another sleep-deprived six months before I became a full-pledged Certified Public Accountant (CPA). Accountants, especially CPA’s, are always placed on high regard, especially on topics pertaining to handling finances. We are known […]

Top Mutual Funds in the Philippines as of February 28, 2014

top Mutual Funds

As of February 28, 2014, the Philippines has a total of 48 active Mutual Fund Companies as per Philippine Investment Fund Association (PIFA). Top 10 Year-to-Date Performer Top 10 5-Year-Average Return Performer Top 10 3-Year-Average Return Performer Here is the complete list of all Mutual Fund Companies and their performance in specified periods. You can toggle the header to sort the table […]

Top Mutual Funds in the Philippines as of January 31, 2014

top Mutual Funds

As of January 31, 2014, the Philippines has a total of 47 active Mutual Fund Companies as per Philippine Investment Fund Association (PIFA). Top 10 Year-to-Date Performer Top 10 5-Year-Average Return Performer Top 10 3-Year-Average Return Performer Here is the complete list of all Mutual Fund Companies and their performance in specified periods. You can toggle the header to sort the table […]

Investing: The Light at the end of the Tunnel

Investing: 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 […]

Top Mutual Funds in the Philippines for the year 2013

top Mutual Funds

As of December 31,2013, the Philippines has a total of 47 active Mutual Fund Companies as per Philippine Investment Fund Association (PIFA). Here is the list of the Top Performing Mutual Funds in the Philippines for the year ended 2013. Top 10 Year-to-Date Performer Top 10 5-Year-Average Return Performer Top 10 3-Year-Average Return Performer Here is the complete list of […]

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

buy term invest the difference

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 […]