Janice Yip
Taking Up Financial Instruments Is Not Equal To Financial Planning
As someone growing up in a family where my parents saved their way to financial freedom, I take wealth management seriously. I have seen...
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Janice Yip
Nov 29, 20205 min read
Why Annuities can be a Useful 2nd Emergency Fund
Our typical understanding of an emergency fund is one that is untouchable and typically yields close to no returns because we need to...
141 views
Janice Yip
Oct 2, 20206 min read
Don't Expect To Be Sold A Solution. Look For A Consultative Approach Instead!
I have been wanting to write about this topic after having done a number of talks over the past 2 years. It's interesting because the...
112 views
Janice Yip
Aug 9, 20204 min read
How Robust Is Your Portfolio When You DIY?
This will be a very short article because I've a backlog of CI applications to clear. I want to touch on the topic of DIY after some...
120 views
Janice Yip
Aug 1, 20207 min read
3 Financial Issues We May Face When We Avoid Talking About Money With Our Family
Talking about money is pretty much taboo within our Asian culture. So many times I've heard clients tell me they let their spouses manage...
348 views
Janice Yip
Jun 27, 20208 min read
5 Things People Should Not Do With Their Money Just Because They Can
Today I'll be writing an interesting article on 5 really counterproductive behaviours people do with their money that is seriously not...
626 views
Janice Yip
Jun 14, 20206 min read
3 Money Steps We Can Take To Prepare For The Next Crisis
The present recession has given me fresh perspectives about how people react to a financial crisis. It has also taught me plenty about how
143 views
Janice Yip
Jun 6, 20207 min read
Recession, Low Yields & Reinvestment Risk
The present recession has brought about a recurring set of problems that people tend to forget in good times. Yes, I said recurring. Most...
82 views
Janice Yip
May 16, 20205 min read
What I would Do With My First $10K If I became A Fresh Grad Again
Recently I've had a number of enquiries about investment related questions from undergraduates or fresh graduates. One of the most common...
444 views
Janice Yip
May 8, 20206 min read
4 Behaviors That Sabotage Your Wealth
Over the course of my 6 year financial advisory career, I've come to spot common behaviors that people do which damages their wealth...
430 views
Janice Yip
May 1, 20205 min read
Beginner's Guide To Select The Right Savings Plan For YourSelf
In today's article, my goal is to provide a short, systematic series of questions that can help you ensure that the plan recommended to you
327 views
Janice Yip
Apr 10, 20205 min read
3 Reasons Why Policy Review MAtters
I think the common consensus is that insurance is something we don't like paying for (myself included) but we need to. Partly because...
285 views
Janice Yip
Apr 3, 20207 min read
Self Employed Life, Coronavirus & Retirement
So I had lots of time to reflect on business and life because I have been trying to stay in and avoid crowds. This COVID-19 virus has...
533 views
Janice Yip
Mar 13, 20205 min read
3 Commonly Asked Financial Planning Questions That is Conceptually Flawed
So doing this for a while now, I've encountered a varied range of questions from people who have taken a serious view about their...
840 views
Janice Yip
Jan 22, 20205 min read
My Outlook For 2020 And New Opportunities Ahead
The New Year just past and so has my birthday. Reflecting on the coming year, I thought an article before Chinese New Year might be the...
406 views
Janice Yip
Apr 13, 20193 min read
How To Earn More And Save More Without Changing Your Lifestyle
People who know me knows I'm a firm believer of earning more over cutting expenses. My personal belief is that expense cutting is very...
316 views
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