財務規劃過程中要避免的 3 個錯誤
根據包括 26 個國家在內的 OECD/INFE 2020 年成人金融知識國際調查，馬來西亞在行為得分上排名第三，僅次於斯洛文尼亞和印度尼西亞。這一排名的獲得歸功於調查答案中出現的三種常見、審慎的財務規劃行為，包括儲蓄和長期規劃、深思熟慮的購買和跟踪現金流。
YouGov-ADDX 調查發現，投資者預計比非投資者提前 3 年退休
私人市場交易所 ADDX 委託全球市場研究公司 YouGov 進行的一項調查發現，進行財富投資的人平均預計比非投資者提前 3 年退休。對於配置了私人市場資產的投資者而言，退休預期差距更為明顯，他們預計比非投資者提前 9 年退休。該調查涵蓋歐洲和亞洲[i]。
Worldwide Holdings 在 Greenscape Fiesta 2023 上推廣環境、社會和治理以及房地產投資組合
Worldwide Holdings Berhad（“Worldwide Holdings”）今天在 Daunan Worldwide 的 Alam Perdana Sales Gallery 舉行的 Greenscape Fiesta 2023 將社區、公共當局和當地企業家聚集在一起，該展覽也在同一活動期間推出。啟動儀式由瓜拉雪蘭莪州國會議員拿督斯里博士哈吉祖基菲里艾哈邁德主持。
3 Key Lessons on Property Investment Tips for Beginners
Very recently, I’ve been shopping around for property for my own stay. This reminds me of the time I looked for my first investment property over five years ago. I’m still holding on to that property at a loss – both in cash flow and unrealised capital losses. As a friend once said, things that […]
AI : Automating Investing For A Better Future
Would you trust artificial intelligence to invest your hard-earned cash for you? Robo-advisors are fast gaining popularity in Malaysia, and while the concept of digital wealth management platforms have been around since 2008, it has taken much longer for such services to reach our shores. StashAway was the first robo-advisor to enter Malaysia in 2018, […]
Legacy Planning – It’s Now or Never!
Legacy planning. Estate planning. Succession planning. What do all these phrases mean? Am I too young or is it too early to consider such plans? Life as we know it, does not always go according to plan. For example, an unexpected pandemic may have forced a career change on you. Suddenly, you need to dip […]
How Much Risk Should You Take With Your Investment Portfolio?
During these turbulent economic times, people may be tempted into taking drastic action with their investment portfolio. For example, if a RM100,000 investment is reduced to RM80,000, that may trigger various reactions towards that RM20,000 loss, such as selling all or some portion of the investment, buying more of that investment, or even doing nothing […]
What I Learned From a Free Financial Health Check
Nowadays, the words “health” and “healthy” are very important. While the pandemic has taught many people different lessons, one of the most central ones is that it’s important for us to be healthy. Without good health, all other things may not take place, or be sustainable. The concept of being healthy isn’t just limited to […]
How to Make a Financial Plan for Myself As a Beginner?
A good financial plan creates a roadmap or a guiding light for your financial life journey. It’s more than money and gives you an overall picture of where you stand financially and where you’re heading to. It should include financial details about your cash flow, savings, debts, investments, insurance, and any other aspects of your […]
IS SEMI-RETIREMENT THE NEW RETIREMENT?
What does retirement look like for baby boomers? We speak to five financial planners about baby boomers and how they won’t (or can’t?) stop working. For most of us, steady work and a monthly salary for 35 years straight sets wheels in motion that cannot be abruptly halted. What happens when the appearance of a […]