Together with Synersign, SEM SCRIBE PUBLISHING HOUSE and MissTolentino.com will be participating in the upcoming Finance event called IT’S ALL ABOUT INVESTMENTS on September 6, 2014 at Mezzanines B & C of the World Trade Center.
With seasoned finance professionals as its speakers, this must-attend event will cover Mutual Funds, Equities, Insurance, Real Estate and many more!
With the inevitable rise and fall of the markets, has the Philippine mining industry taken a turn for the worse?
The Philippine Resources Journal together with MissTolentino.com sat down with investment banker and Mabuhay Capital Corporation Chairman, Mr. Raymond Davis, to discuss his take on the current mining situation and if potential investors should be thinking twice before investing in another mine.
For the full story, turn to page 24 of the May-July issue of the Philippine Resources Journal entitled:
Market Views: Markets and Mining Sector Insights from a seasoned Investment Banker
Ever wondered what the influential do for leisure and relaxation? Or curious about the kind of lifestyle they lead beyond the competition of the board room?
PowerPlay Magazine is centered around the edgy, glamorous lifestyle aspects of casino gaming hotel resorts and encapsulates the dreams, desires and aspirations of the real people who make up the gaming and entertainment community. The magazine is distributed in Mega Manila, in retail & casino gaming outlets.
MissTolentino.com was privileged to write for this lifestyle heavyweight. Right up her alley? Investing.
This July 12 2014, www.investalk2014.com, an online finance community where people can discuss and learn from each other, will be grand launching its first Investor’s Conference called “Investalk 2014: A Mid Year Outlook”; inviting aspiring young investors into a one day condensed investment boot camp.
Investalk 2014 brings a number of the country’s most prominent finance personae together in an enriching seminar. Speakers will be covering topics from the latest trends, news, updates and basics on investing both locally and abroad.
Featured speakers are: Tommy Tiu for Finance 101, Alvin Ang for the Economic Outlook, Richard Liboro of BPI for Philippine Equity Strategy, Norman Go of BPI for Guru Investing Strategies, Jay Peñaflor for Featured Stocks, Joe Ferreria for Implementing Personal Finance Plans, and Salve Duplito for Value Investing.
“Education is a form of investment; we invited the best educators into this conference so you can learn the different modes of investments. They will guide you in finding your optimal financial plan” says Paul Glenson Lim, CEO of Investalk.ph. “It is important to invest early in life so that you can maximize your finances in preparing for the future”
I can’t tell you how many people come to me who are average, everyday people who don’t even have wills. And they say “I don’t need a will yet. I don’t have an estate issue.” Yeah, well, who’s going to take care of your kids? How are you going to transfer? Make sure that everything is done to your wishes? Do you have a health care proxy? These are all wealth management issues, not investment issues. But they have huge ramifications to whatever you amass during your life.
Wealth Management Division Head
Further Lane Asset Management
For starters, wealth managers are actively involved in their client’s retirement planning. This can mean, among other things, updating and changing your client’s investment profile based on where they are in their life cycle, with older customers being moved into more stable environments. Wealth managers also coordinate with accountants and attorneys. In addition, they help with trust planning, insurance requirements and managing client’s risks.
In terms of nest egg, people need to understand that they need this money to produce income during retirement and this is why even middle-class or lower-class people should consult with financial planners.
A financial planner would immediately start saying: “Wait a minute, the first thing you need is an income. And then we’ll worry about your wealth.” These are things wealth management takes into account that investment management doesn’t.
Wealth management is not only about picking investments and making sure the allocation is consistent with time horizons. Such is especially important now. Because in these days of disappearing pension plans, we are all required to become our own defined benefit plans.
Pru Life UK is privileged to have Atty. Danny Chan talk about Wealth Management & Estate Planning on March 29, Sat, 2pm at Room 4 10/F SSHG building, Paseo de Roxas Makati City.
With this, I would like to personally invite you to take hold of this opportunity. Attendees will learn much from this talk and be made aware of the solution to paying their estate tax. The seminar is FREE so I advise you to RSVP as slots are going fast.
For all interested parties, feel free to PM/text/email me. I am looking forward to your attendance.
Kind thoughts, MissTolentino.com
Reference: Forbes.com – Why you need a Wealth Manager; David Serchuk (March 25, 2009)