I decided to do a mid-month update so that the updates will not lag too far behind. I would usually do this when I remember, ...

I was not too happy with my shoddy comparison which is cheaper if you choose Tiered Pricing or Fixed Pricing if you are on Interactive Brokers Pro plan. (IBKR Lite is Now Available to Interactive ...

Many readers here would have heard of Interactive Brokers. They are my go to broker. It is where I hold my S$1.5 million ...

My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under … ...

June’s spending is higher than normal because of a health checkup and paying off income tax in one big shot. The Essential Inflexible Spend I wrote about my essential inflexible spend here in this ...

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 ...

If you want to trade these stocks I mentioned, you can open an account with Interactive Brokers. Interactive Brokers is the leading low-cost and efficient broker I use and trust to invest & trade my ...

“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 70-year-old semi-retired doctor who has properties worth more than $10 ...

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 ...

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 ...