U.S. Resilience, Global Opportunities

Hi ,A quick market update and insights amid all the news and noise...U.S. Economy Holds Steady Thanks to Older AmericansThe U.S. economy is staying strong, even with high borrowing costs and a slow job market. The reason? Older Americans (55+) are sp...

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May 28, 2025
Will You Have Enough CPF at 55? (Amended)

Hi ,My apologies, there was an error spotted in the Retirement Sums Projection chart.Below is the table for the projected retirement sums if it continues to increase at 3.5%per year.Best Regards,Zest ChiaExecutive Wealth Consultant | Associate Estate...

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May 14, 2025
Will You Have Enough CPF at 55?

,I recently had a meaningful conversation with a client who had just upgraded from his HDB flat to a condominium. Like many others, he used his CPF Ordinary Account (OA) to fund the purchase of his first home. Upon selling it, he had to refund the CP...

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May 14, 2025
Will You Have Enough CPF at 55?

,I recently had a meaningful conversation with a client who had just upgraded from his HDB flat to a condominium. Like many others, he used his CPF Ordinary Account (OA) to fund the purchase of his first home. Upon selling it, he had to refund the CP...

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May 14, 2025
UOB One and OCBC 360 Just Revised Their Interest Rates

Hi ,From 1 May, both UOB One and OCBC 360 savings accounts will be revising their interest rates downwards; this affects all existing and new accounts.Here’s a quick summary so you can take action if needed:For UOB One, the maximum interest you can e...

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May 02, 2025
Quick Insights: Why Recent Tariffs May Be Short-Lived

Hi ,I understand the nervousness you may have, and I have spent my weekend reading and catching up on the latest news so I can share some thoughts that I hope will calm your worries and help you stay the course.There is no denying the headlines about...

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Apr 07, 2025