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Tag: financial plan
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2009.05.21 15:44:56 Oei Hong Leong claims he lost S$1bn (US$687m) in 2008 because Citi allegedly gave him “inaccurate and misleading” information on his trading exposure. If only they had some financial tool to track and show the exposure, they would be out of trouble, and Mr. Oei would still have his S$100 million ......... Read more...
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2009.05.05 13:21:55 I had a very nice surprise recently, one of our users told me that when he talked about the Wealth Manager to his parents, they wanted to know more about it. His parents did not know how to use the tool, they do not understand Internet, SMS, etc., but they repeatedly asked him to perform a simulation...... Read more...
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2009.05.01 14:28:45 How to keep a closer watch on your pocketbook: make a budget and stick to it. Being in control of one's finances reduces stress. Stress can make people eat more and spend more, and that is exactly what you need to avoid. Take control for a peace of mind.Having a spending plan in place means you'll have...... Read more...
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2009.04.30 16:24:56 It’s tough to tell how much one investor can do alone to preserve their assets in 2009, particularly with unprecedented government intervention in world markets. But there are some general ideas to employ as markets and economies hopefully stabilize in the New Year: Start with a plan – or review...... Read more...
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2009.04.02 14:34:10 What is your Financial Plan like??Maybe this guy on the following video sings the truth! ...... Read more...
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