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Category Archives: Investment Tips
Risk and return, part 1
Investment: The commitment of funds made in expectation of some positive rate of return. If the investment is properly undertaken, the return will be commensurate with the risk the investor assumes. I like the above definition of what an investment … Continue reading
Life Insurance vs. Small Business
Question: Should I invest in a life insurance or use the money to expand my small business?—Mary Anne Maloles Tesoro via Facebook Answer: I am a firm believer of life insurance. I make sure my life insurance policies are always … Continue reading
Small talks for big changes
Catch me at Coffee Bean’s brunch series “Small Talks for Big Changes” as I give a short talk on ‘new financial habits for a brighter future’. It will be this Saturday at the CBTL in Greenbelt 3 from 10 am … Continue reading
Personal Finance Champions: BDO’s EIP
How can an investment make it to my list of personal finance champions? Here’s why. As a personal finance advocate, I and many other advocates have been teaching people on the power of regularly saving and investing. Many of us … Continue reading
Do we still invest in times like these?
Question: With all the uncertainties in the world economy and markets, is it still wise to make investments in the stock market now?—Kris C. Lim, public relations practitioner Answer: I have been taking note of all the developments worldwide particularly … Continue reading
Posted in Economy, financial planning, Investment Tips
Tagged inquirer, new normal, philippine investments, Philippine Stock Market
5 Comments
All about pooled funds, part 2
Question: I wanted to ask more about pooled funds, specifically equities and balanced funds. I would also like to know if I can invest in these with small amounts on a regular basis.—Val Baguios, International Organization for Migration (IOM) staff … Continue reading
Posted in financial planning, Investment Tips
Tagged mutual funds, philippine investments, pooled funds, uitf
1 Comment
Investing made easier with BDO’s EIP
Re-posting Jane Uymatiao’s blog… In a previous post, I wrote about having been invited to a workshop (Steps to Financial Peace) given by Randell Tiongson, a well-known financial planning consultant, as well as other inspirational speakers. Randell spoke of the Philippines’ … Continue reading
Posted in financial planning, Investment Tips
Tagged Banco de ORO, BDO EIP, Easy Investment Program, EIP, Jane Uymatiao, uitf
3 Comments
John Maynard Keynes or Friedrich Hayek
For decades, two opposing theories of economics have been causing heated debates — those of John Maynard Keynes and of Friedrich Hayek. For many years, it seems that John Maynard Keynes was more influential to economic managers. Keynes was big … Continue reading
Thammie Sy on raising financially responsible kids
I’ve interviewed quite a number of people and many of them are insightful. However, I’d like to say that one of my most memorable interviews was the one I had with Ms. Thammie Sy, a home school mom and blogger. … Continue reading
Posted in financial planning, Investment Tips
Tagged money talks, parenting, RFP, teaching kids about money, thammie sy
3 Comments
All about pooled funds, part 1
Question: I attended your seminar “Steps to Financial Peace” and you mentioned about pooled funds as a good way to invest. I wanted to ask more about pooled funds but was unable to, so I’m writing you and asking you … Continue reading