What the 4% Rule Means to You
The 4% rule is a key rule-of-thumb guideline in retirement planning. It helps you estimate how large a nest egg you need to have to cover...
Oct 18, 2017


Digital millennials love ETFs to build wealth. Can you keep up?
Today’s tech-savvy millennial generation is increasingly choosing to invest in ETFs accessed by apps. A recent survey by leading broker...
Sep 15, 2017


It’s paycheque to pension, as Hong Kong millennials plan ahead sooner than Asian peers
Many see Hong Kong millennials as living from paycheque to paycheque and not committing to a long-term plan – but they actually lead...
Jun 30, 2017


What’s My Investing Fee? A Frustrating Quest
I thought my question was simple: How much was I paying my investment adviser in fees? After a series of phone calls that elicited the...
May 10, 2017


One in three employers dissatisfied with MPF providers, survey finds
Around 30% of Hong Kong employers surveyed are unhappy with their current Mandatory Provident Fund (MPF) provider, compared to 23% in...
Mar 20, 2017

