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Category: Investor Education

Family Inc: Measures of Health of Family Wealth (Guest Post)

Family Inc: Measures of Health of Family Wealth (Guest Post)

Personal finance books would usually teach us how to tell whether we are in a good or poor financial position.

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This post was originally posted here. The writer, Kyith is a veteran community member and blogger on InvestingNote, with username known as Kyith and 800+ followers.

Today, we continue with our Family Inc Series with a look at what Doug McComick recommends as metrics to measure the health of our family wealth.

You could use these metrics for a snapshot of how your family is doing. You could incorporate them into your tracking as well.

I take particular interest in this chapter to see if there are metrics that we can incorporate into my firm’s financial planning practices. You gotta keep trying to do better.

It is important for you to have an idea about your income and net wealth. And having personal income and balance sheet statements are a way to know how well you do.

We take a look at what Doug thinks we should take note of.

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OCBC’s Financial Wellness Index 2019: A Deep Dive (Guest Post)

OCBC’s Financial Wellness Index 2019: A Deep Dive (Guest Post)

Yesterday, OCBC put out what they called the “first time such a comprehensive study of Singaporeans’ state of financial health has been conducted”.

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This post was originally posted here. The writer, Kyith is a veteran community member and blogger on InvestingNote, with username known as Kyith and 800+ followers.

They call it the Financial Wellness Index.

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Exclusive Interview With Wei Ren, Manager, Stocks And ETFs Research, iFast Singapore

Exclusive Interview With Wei Ren, Manager, Stocks And ETFs Research, iFast Singapore

Recently, we got in touch with Weiren, Manager, Stocks And ETFs Research at iFast Singapore and also one of the renowned panel of judges for the upcoming Investor-One Challenge. He shared with us on how he got started in his career and his words of wisdom for budding professionals who wants to venture into the finance industry.

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Family Inc: Viewing Your Career as Investments (Guest Post)

Family Inc: Viewing Your Career as Investments (Guest Post)

Since we are on the topic of job switching, I thought of writing some financial and non-financial decision points I considered when making these decisions that I had over the years.

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This post was originally posted here. The writer, Kyith is a veteran community member and blogger on InvestingNote, with username known as Kyith and 800+ followers.

However, these thoughts are rather jumbled up in the head. And this week, is not the most conducive to think about these things because I am picking up some stuff… that requires a little bit more manpower.

So perhaps that will be left to next week.

One book that have been on my mind to write about was this book called Family Inc.

This is not a very popular book, but you can find a few in your national library. I planned to see if I can do a series on this book because I find a lot of what he talked about my resonate with my readers here.

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Exclusive Interview with Joseph Yap, Partner, Capital Markets SAC Capital

Exclusive Interview with Joseph Yap, Partner, Capital Markets SAC Capital

Recently, we got in touch with Mr Joseph Yap, Partner of SAC Capital and also one of the renowned panel of judges for the upcoming Investor-One Challenge. He has shared with us his career path and his words of advice for young budding professionals who plan to work in the finance industry.

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1. SAC Capital is one of Singapore’s leading corporate finance firms. As a partner, can you share with us how SAC Capital helps companies to get listed?

We are able to help companies get listed as we understand the unique needs of our client’s needs, and steer them in the right direction. We take pride in providing quality counsel, and ensuring our projects stay on steady course at all times so that our clients and partners enjoy peace of mind. At the same time, our progressiveness spurs us onward, to constantly be on the lookout for new ways to surpass the demands of the markets and our clients.

2. We also know that SAC Capital are one of the main sponsors of Catalist-listed companies, which can seem fairly complex. For the benefit of our audience, can you share with us briefly how does sponsorship of companies work and what’s the process like?

Our principal scope of services as a Catalist Sponsor is to advise and guide our sponsored issuers in relation to their continuing listing obligations, on an ongoing basis under the Catalist Rules. Our experienced team of professionals work closely with the directors and management team of the sponsored issuers and assist them in disclosure and compliance matters for corporate actions and developments.

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