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Written by Wilfred Ling
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Friday, 16 May 2008 |
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I got a telephone call that day from someone who claim that another person recommended me to her. The conversation goes like this: |
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Written by Wilfred Ling
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Wednesday, 07 May 2008 |
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Once in a while I get some feedback from clients that they have been sold inappropriate products – either products do not meet their needs or inferior products. |
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Written by Wilfred Ling
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Tuesday, 06 May 2008 |
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Readers of this blog may like to know that I do maintain a very large mailing lists. Please see the the "Mailing List" on the left menu for more information. |
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Written by Wilfred Ling
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Monday, 05 May 2008 |
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Under the regulatory regime for Financial Advisers Act, churning of investment products is illegal unless the financial adviser can show it is beneficial that the new product to be bought and that any financial lost is justified. But does anyone know that churning is officially allow when comes to stock? |
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Written by Wilfred Ling
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Monday, 05 May 2008 |
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Last Sunday in Sunday Times there was an article which painted a rather negative picture about some "investment seminars" that turn out to be not so great. After attending a preview, audiences have to pay a hefty seminar fee to attend the "real" seminar which itself is nothing great because it does not necessarily produced good results. However, I observed that there are so call investment seminars that are organized by more reputable organizations that are also doing a bad job. |
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Written by Wilfred Ling
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Monday, 05 May 2008 |
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There has been many leveraged ETFs available these days. Most of them are either leveraged x2 in the long or short side. But what many do not know is that the leverage of twice does not necessarily magnify your gains/lost by twice. Here are some examples to illustration why: |
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Written by Wilfred Ling
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Sunday, 04 May 2008 |
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As the equity market has been doing badly last few months, it is appropriate for me to comment about relative return investing and absolute return investing. |
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Written by Wilfred Ling
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Wednesday, 30 April 2008 |
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Participating insurance policies (e.g. endowment and whole life) declare annual bonuses. Once declared, it is guaranteed. Many (but not all) par products have terminal bonus as well. Terminal bonuses are not guaranteed and is expressed as a percentage of already declared bonus. Terminal bonus will only be declared on maturity or upon claim or surrender. |
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Written by Wilfred Ling
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Thursday, 24 April 2008 |
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A Singaporean who is a non-resident non-US Citizen and invests in US assets like ETFs are subjected to US government estate duty. This is often overlooked. I have talk to many individuals and they were not aware of it. Sometime they just ask their broker to buy XYZ stocks or ETFs listed on the US stock exchange but they are not advised that they should use a tax shelter instrument to do that. |
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Written by Wilfred Ling
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Sunday, 20 April 2008 |
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My church friend whom I have known for 20 years shares her feelings as a mother of a 5 year old boy stricken with leukaemia in this blog entry HERE |
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