From Offshore Access to Wealth Solutions: Matthew Chan on CITIC Securities’ Wealth Management Proposition
As mainland Chinese wealth becomes more global, offshore wealth management is moving beyond product access and trade execution.…
The New Ringgit Savvy ‘AI Neko Sensei’ Is Here To Help Solve Your Financial Puzzle
This post is brought to you by AEON Bank. For many of us, the days leading up to…
A financial advisor’s guide to earning extra cash
In today’s dynamic economic landscape, relying on a single income stream can feel precarious. Whether you’re saving for…
Pension turns lifeline as jobless Nigerians withdraw N12bn to survive
Nigeria’s worsening employment and economic challenges are forcing thousands of workers to fall back on their retirement savings…
We’re a nation of savers that are actually quite bad at saving – The Irish Times
We’re a nation of savers – but while we’re good at squirrelling money away, we’re not great at…
1 in 3 retirees hit their 80s without touching their savings — and the 4% rule is partly to blame
You spend your whole working life hearing one thing about retirement: don’t run out of money. Save hard,…
Holistic Planning Builds AI Operating System With Altruist
Holistic Planning, a Nacogdoches, Texas-based registered investment advisor founded in 2023 by long-time Edward Jones advisors, has built its…
What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes
Quick Read A $2M dividend portfolio blending SCHD, JEPI, and VNQ generates ~$95,500 gross, but California taxes cut…
Greenskeeper Asset Management Views Berkshire Hathaway (BRK.B) as Resilient Against AI Disruption
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q1 2026 scorecard.…
As costs rise, tips on how to control spending
With inflation and rising costs, many people are cutting back on their spending. We’re looking at ways to…
Mid-year money check-in: how to reset without the guilt
I don’t know about you, but I am looking at the calendar wondering where the year has gone,…
Can Retirees Count on JEPQ’s 10.3 Percent Dividend and Monthly Payments?
Quick Read JEPQ’s 10% monthly yield spans 48 straight months of payments, but per-share distributions swing between $0.44…