All About Financial Planning - Philippine Setting

Performance of Phil. Stock Market and Equity Managed Funds (Mutual Funds)

Finacial Guru — Thu, 02 Jul 2009 23:51:45 +0000

As of 2 July 2009 Year-to-date, Here’s some interesting figures about the the Philippine Stock Market and Equity Managed Funds ( Mutual funds). Meaning, if you invested some amount for example P10,000.00 in January 5, 2009, your money would have made an interest amount of such and such as of July 2, 2009. Philippine Stock Exchange [...]

TV Commercial on Insurance

Finacial Guru — Thu, 02 Jul 2009 17:03:47 +0000

I’ve actually seen this video clip in one of the business opportunity meeting I attended when I was just starting in the insurance business. I’ll won’t mention the company name though. Although after, I just learned that they were not true when they said that the reason they used it was because they already acquired [...]

Philippine Mutual Funds Standing as of 1st Quarter 2009

Finacial Guru — Tue, 05 May 2009 05:26:48 +0000

Have you been wanting to invest to mutual funds but don’t know how or simply trying to ‘wait and see’ as to what we call ‘Analysis - Paralysis’. You’ve been so indulge on analyzing the market that you later on find yourself too late to start. Just to show you that the Philippine market is not [...]

PhilamLife, No Longer For Sale?

Finacial Guru — Mon, 09 Mar 2009 16:04:22 +0000

How true is the news that AIG (American Insurance Group) has decided not to Sell Philamlife? Although there are no official statements yet coming from Philamlife itself, Philippine Daily Inquirer published this news which I read from Money Smarts. Here’s the full story on Philamlife. I’m sure that my friend and former classmate Nathaniel along with [...]

Trivia - What’s the highest inflation rate recorded in History?

Finacial Guru — Sun, 08 Mar 2009 09:06:33 +0000

Last week, I attended this ‘Fundamentals of Investing’ course where one of the topic is about inflation. As I’ve wrote in my previous article “Why do we need to plan for retirement? Inflation: Silent Money Killer”, I’ve discussed the tremendous effect of inflation in our lives. Here’s more disturbing fact that I’ve learned in the seminar. [...]

PreNeed Companies in the Philippine Star News

Finacial Guru — Sun, 08 Mar 2009 08:44:46 +0000

Are you a pre-need policy holder like educational plan, pension plan or memorial plan? Does the recent news on the Legacy Plans make you wide awake at night thinking that your policy might be in danger like the ones that folded? Perhaps this news is perfect for you. At least you’ll have a picture if you’re [...]

“Understanding the Stock Market” Seminar

Finacial Guru — Wed, 25 Feb 2009 11:41:08 +0000

The International Association of Registered Financial Consultants (IARFC) and The Philippine Stock Exchange Inc. presents “UNDERSTANDING THE STOCK MARKET : Stock Market Learning Series” starting on March 4, 11, 18 , 25, 2009 from 8AM to 12NN at the PSE Board Room, Philippine Stock Exchange, Ayala Ave., Makati City and Makati Sports Club. A Series of [...]

Where to Invest in 2009?

Finacial Guru — Sat, 07 Feb 2009 16:37:08 +0000

I just found a wonderful magazine that will literally replace my FHM and Maxim collection. It’s called ‘MoneySense’. A Philippine-based magazine with lot of saving tips, good insights, financial case studies, stories about handling money, saving and investing. That’s why I truly felt that anyone should buy this. Their January-February issue looks promising with the [...]

Why do we need to Plan for Retirement? Inflation - The Silent Money Killer

Finacial Guru — Sat, 07 Feb 2009 07:27:11 +0000

At my age of 29, a lot of people find it odd when I talk about Retirement and how I prepare for my own retirement. They would always say ‘Bata bata mo pa, retirement na agad ang iniisip mo”. I can’t blame them. Maybe they just have to see the other side of the coin [...]

Wisdom from One of Singapore’s Youngest Millionaire

Finacial Guru — Thu, 22 Jan 2009 01:45:22 +0000

This story is not mine, that I’d have to clear first. Altho I’d greatly accept the idea that it is me, sharing this wonderful story to you. Not yet, but soon I’ll be for sure. This was actually sent by my colleague Flo Espiritu, probably got in his email then sent to our yahoogroup. Maybe you’ve [...]