All Wealth Management Articles

Two types of investment fees you must know
Wealth The Life First Adviser Wealth The Life First Adviser

Two types of investment fees you must know

Wealth managers charge a fee for their expertise and services rendered. When there is an alignment of interests with the investors they serve, these fees serve as motivation for wealth managers to fulfill their responsibilities to the best of their ability.

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Is ESG Investing just a hype?
Wealth The Life First Adviser Wealth The Life First Adviser

Is ESG Investing just a hype?

ESG investing has been making headlines in the investment space, particularly amongst younger investors who want to align their dollar votes with their sustainability beliefs. However, is ESG investing only suitable for that feel-good factor? How does ESG investing perform, and can it give you low or high returns?

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Back to basic money management: The 50-30-20 budget rule
Wealth The Life First Adviser Wealth The Life First Adviser

Back to basic money management: The 50-30-20 budget rule

Just as how you would plan out your career path or holiday plans, budgeting helps you map out how to spend your hard earned cash. Managing your money with a comprehensive plan allows you to anticipate how your wealth will look like three, five, or ten years down the road.

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