Abelardo Cortez

Avoid becoming a financial cripple

Today, technological, economic, social, and financial trends are rapidly reshaping the financial world. Personal assets in Asia continue to grow, pushing capital markets to continue playing their greater role in the Asian region.

Global low interest rate will be a shot in the arm

In the investment world’s current VUCA (volatility, uncertainty, complexity, and ambiguity) uncertainties, more information is always better. Given the ever-widening global influence of social media, which has indeed changed the landscape of investment around the globe, the economic information most investors would read, to say the least, must be the correct information. 

Learning a lot about equity investing

When you buy shares in a company, you become part owner of the company, and you make money in one of two ways: through dividends or price appreciation when you sell your shares at a profit. A stock may appreciate based on various reasons, such as the company’s high profitability, an industry that is doing well, and takeover rumors or acquisition moves. 

Capital market remains on the edge

The pendulum of market sentiment swings back and forth between the "be afraid" mindset and the belief that "the coast is clear."

Another reminder on estate planning

In its entirety, estate planning is unique based on the assets, relationships, beneficiaries and personal wishes of the grantor. It’s critical to preserving inheritance wealth you’ll give to your children. The planning includes leaving assets to heirs, settlement of estate taxes and debts, along with other considerations like education of minor children and the need to have prenuptial agreements on properties to keep them within the respective families of bride and groom particularly if big amount of family wealth is involved.