Tag Archives: BPI

What we need to hear from Suze Orman

Suze Orman is considered a force in the personal finance world. She is probably the most recognized personality in the world when it comes to personal finance and for a good reason as she has sold millions of books and … Continue reading

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Posted in Events, financial planning, Investment Tips, Money Management | Tagged , , , | 4 Comments

The best performing UITFs in 2012

Are you considering investing in UITFs? UITFs or Unit Investment Trust Funds are pooled funds offered by the trust department of the major banks of the country. But what is a UITF? As per the Trust Officers Association of the … Continue reading

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Posted in financial planning, Investment Tips | Tagged , , , , , , , , , | 9 Comments

Suze Orman and her advice to me

When I was asked if I would be interested to attend a special meeting with Suze Orman, I almost dropped my phone out of excitement. This lady is a prime mover in the personal-finance arena and probably the most popular … Continue reading

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Posted in Events, financial planning, Investment Tips, Money Management, Personal | Tagged , , , | 9 Comments

The 12 Most Influential People in Personal Finance

Moneysense, the country’s first and only Personal Finance magazine recently listed the 12 most influential people in personal finance. I was surprised to see my name as one of the 12 because the list includes really powerful and much respected … Continue reading

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Posted in financial planning, Personal | Tagged , , , , , , , , , , , , , | 11 Comments