News and Articles

Saving for retirement: Replacement rate projections

Whether one will accumulate enough retirement capital for a comfortable retirement is a function of four determinants, namely the contribution period, savings or contribution rate, investment portfolio returns and the rate at which your gross income relatively to the inflation rate will grow over time…. Saving for Retirement_Jan2015

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The benefits of tax-free savings accounts

What are the return benefits of the newly-introduced tax-free savings account across various investment portfolios and investment holding periods? TFSA_benefits_March2015

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Waiting for a market correction…

At the time of writing this article (August 2014) most professional investors and market commentators hold the view that local markets are expensive and offer little room for decent returns going forward. Well, local stock market investors have experienced over the past five years, and actually over the past decade, despite a sharp correction in 2008, fantastic returns. NewsletterQ2_2014

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Re-balancing of investment portfolios

A free lunch on offer? INVESTMENT TRIVIA_Part7

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An evaluation of pre-retirement investment strategies

Life stage or target date investing versus conventional static asset allocation strategies… Glidepath_abr

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