Conservation in the Bank: 3 financial initiatives helping the planet
Prefer not to read? WELL, listen to this article by clicking on the playerThe power and influence of “big finance” really can’t be overstated, particularly the potential it has to save the environment. The global capital markets currently hold over US$ 300 trillion, and only around 1.5% of that (US$
Utilizing the “5 Capitals”- Tips for a more fulfilling life
I have never forgotten the rather obscure lyrics from “What Do You Want From Life,” a tongue-in-cheek song from the mid-70s by a group called The Tubes. Although quite humorous, it has also had a deep meaning for me in the way it poses a very poignant, existential-philosophical question. In
A Green Portfolio: 5 Environmentally Friendly Companies to Invest in
Are you a private investor who is worried about the deteriorating state of our planet? Do you wish you could do something about the fact that Asia produces over half of the world’s carbon dioxide (CO₂) emissions? Do you want to invest in companies that are helping the environment, but
Going “MAD” about Finances- 3 pillars for Fiscal Well-being
Money, or the mere thought of it, can be stressful. How you receive it, manage it, spend it, save it, budget for it, borrow it, and invest it underpins your personal wellbeing and level of stress. The numbers of people currently struggling to manage their personal finances are staggering. According
Tips for navigating Sustainable Investing
This month, we’re shifting gears a little but remaining within the intersection of your values and your personal financial plan, by looking at the topic of “Sustainable Investing”. Here is a brief overview of the current landscape and tips for how to get started. The UN World Commission on Environment
Value-based Spending: 5 ways to Stay on Track and Budget with Purpose
In last month’s article, I looked at how to align your spending with your values and create a set plan for giving back through charity.In this instalment I want to take a step back from thinking about philanthropy and take a broader look at budgeting with purpose.Far too often, we
6 Ways to Include Giving in Your Financial Plan
To live a fulfilled life is to live in alignment with your values. The choices you make every day reflect what you value and are demonstrated in your daily behaviors and actions – such as are you living below your means, and do you have a financial plan? Your thinking
Top 5 Financial Empowerment and Stress Reduction Strategies for Women
I could begin by telling you how women are paid less than men, that women are more likely than men to live in poverty after age 65, or that women have a disproportionate responsibility to take care of their elderly parents or family members, which often removes them for extended
7 money management tips for entrepreneurs starting a business in Hong Kong
Because basic financial literacy is not taught in our schools, most of us do not have a great relationship with money. Many of us spend more than we earn. We incur unnecessary credit card or other debt. We shop foolishly online – it’s too easy! Many of us used to
Investing during uncertain times: KEEP CALM AND TAKE A LONG-TERM VIEW
It’s been a tough year for Hong Kong. Between Covid-19 and political unrest, there’s a lot of uncertainty. Like many others, my family decided to leave Hong Kong in 1997. Properties sold during that mass migration have since gained millions in value. The people I know who bought during hysteria
Are You a Competitive Overspender?
Do we spend more than we need, to impress people we don’t really know? Designer duds, fancy cars, flashy apartments...we try so hard to impress. Even if we think we’re immune, a quick check through our wardrobes may indicate otherwise. My parents live in Vancouver, Canada. Their house is just
Conservation in the Bank: 3 financial initiatives helping the planet
Prefer not to read? WELL, listen to this article by clicking on the player The power and ...
Utilizing the “5 Capitals”- Tips for a more fulfilling life
I have never forgotten the rather obscure lyrics from “What Do You Want From Life,” a ...
A Green Portfolio: 5 Environmentally Friendly Companies to Invest in
Are you a private investor who is worried about the deteriorating state of our planet? Do ...
Going “MAD” about Finances- 3 pillars for Fiscal Well-being
Money, or the mere thought of it, can be stressful. How you receive it, manage it, spend ...
Tips for navigating Sustainable Investing
This month, we’re shifting gears a little but remaining within the intersection of your ...
Value-based Spending: 5 ways to Stay on Track and Budget with Purpose
In last month’s article, I looked at how to align your spending with your values and ...
6 Ways to Include Giving in Your Financial Plan
To live a fulfilled life is to live in alignment with your values. The choices you make ...
Top 5 Financial Empowerment and Stress Reduction Strategies for Women
I could begin by telling you how women are paid less than men, that women are more likely ...
7 money management tips for entrepreneurs starting a business in Hong Kong
Because basic financial literacy is not taught in our schools, most of us do not have a ...
How Much Lai See to Give for Chinese New Year?
Chinese New Year is just around the corner and that means it’s time to get your red ...
Investing during uncertain times: KEEP CALM AND TAKE A LONG-TERM VIEW
It’s been a tough year for Hong Kong. Between Covid-19 and political unrest, there’s a lot ...
New Years Financial Resolutions
ACHIEVABLE FINANCIAL NEW YEARS RESOLUTIONS New Year is here! Complete with optimistic ...
Are You a Competitive Overspender?
Do we spend more than we need, to impress people we don’t really know? Designer duds, ...
5 Ways to Avoid December Spending Blues
Black Friday, Cyber Monday – it’s all so tempting, especially in the lead up to ...
Don’t Talk About Money at the Christmas Table
Money and politics – favourite topics for Christmas arguments. But what can we do ...