Case Study Walkthrough of a Stock with Ian’s Investment Framework

Imagine yourself running a bank. Each day, hundreds of customers walk into your bank to ask you for loans. Thus, the question is, ‘To whom will you approve their loan applications?’

Budget 2022 Updates with Year-End Tax Mitigation Strategies

In October 2021, Budget 2022 was tabled and one of the biggest highlights of it is the treatment of foreign-sourced income. Update Jan 2022 For individual tax payers, foreign-sourced income is exempted. Richard

How to Reconstruct and Optimize a Mixed-Bag RM 300+ Million Portfolio?

As of now, I have conducted many webinars on value investing. Also, I have been in touch with some in our community and have come to know that many of you

Reducing TNB Bills via Installation Solar PVs at Your Residence

Since MCO last year, I believe most of us could have incurred higher TNB Bills as a result of higher electricity consumption at our residences. This could continue as we

Case Study Walkthrough of a Very Profitable Public Listed Insurer [Ping An]

Is it possible for one to collect money from people and use the money collected to invest in stocks, bonds, and unit trust funds for his own benefit over the

3 Reasons to Set Up a Trust even if You Have a Will

I have already written a will. Why do I need to set up a trust?If I set up a trust, does it mean that I don’t need to write a

The Millionaire’s Income Playbook

When I was in my early 20s, I recalled a time that RM 1 million is a million miles away. I was a pianist, earning less than a hundred bucks

Who Will Take Care of Me Financially if I have Dementia?

Meet Mr. Ling, a 67-year old widower from Ipoh. Mr. Ling has a daughter named Jenny. Jenny is married and currently residing in Australia. She pays her father a visit once

Everything You Should Know Before Investing in StashAway or with Other Robo Advisors.

Yap Ming Hui, a licensed financial planner and founder of Whitman explained about how robo-advisors work. Highlights of our discussion: Is investing in StashAway risky?The advantages and disadvantages of robo

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