Month: September 2019

Reader Question: I’m 18 years old and want to learn how to invest my money

"I'm 18 years old and want to learn how to invest my money" – John, reader.   Hi John! I am very much happy reading this email from my Inbox the other day.   I've always been open of how much I take age as human's greatest advantage. And reading your question make me feel so kilig.   You are 18 and you feel that excitement (hopefully) to learn […]

Best Savings Account for Your Kids in the Philippines

Today we will be focusing on the best savings account for your kids.   I believe one of the best financial move one can do as parents is to start saving up money for the future.   The money set aside in your kids savings account can help during tough college years. Imagine keeping a savings account and giving it as a gift once they turn 18 years old?   […]

Investing in IPO for Beginners – What, Why and How

Today we will talk about IPO.   IPO stands for Initial Public Offering, a process of offering shares of a private corporation to the public as a new stock listing.   Just last week, Kepwealth Property Philippines, Inc. or KPPI IPO went public and it caused so much noise from the investing public. From an initial public offering of Php 5.47 it closed at Php 8.15 a share on its […]

CFA Society Makes Gen Z Future-Read with 4th Philippine Junior Finance and Investment Summit

Last September 7, 2019, I attended the CFA Society Philippines Conference for its ongoing Junior Finance and Investment Summit.   The event was held in SMX Convention Center Manila with the theme "Measure Up to Level Up."   Among the speakers during the press con were  John Balce, CFA, Senior Managing Director of FTI Consulting Philippines, Inc.; Andrew Stotz, Co-founder and CEO, A. Stotz Investment Research; Cristina Arceo, CFA, Chairman of […]