Below is the summary of the key points discussed during our recent meeting.

Market Insights & Investment Strategies:

We reviewed the upcoming US election and the potential impacts of Donald Trump's policies, including the US-Russia conflict, interest rate changes, tariffs, and cryptocurrencies.
We discussed the importance of long-term investing and active portfolio management in this environment.
I will be sending out to GMC report (only for clients) next week, so keep an eye out for those.

Retirement Planning:

We covered recent changes to the CPF and their impact on your retirement savings.
The importance of retirement planning, especially considering inflation, was emphasized.
I introduced the "Wealth and Joy Game" as a tool for financial coaching. I'm excited to share this resource with you and help you unlock your wealth potential.

Sasseur REIT Update:

We were fortunate to have Cecilia, CEO of Sasseur REIT, join our meeting to discuss REIT investment opportunities and provide insights into Sasseur REIT specifically. This was a valuable opportunity to gain knowledge from a leader in the industry.
Unfortunately, due to compliance regulations, the presentation couldn't be recorded. Only those who attended live benefited.
If you're interested in learning more about Sasseur REIT, they are hosting a webinar on August 15th to discuss their 2024 H1 financial results and outlook. Click here to sign up.

I will be very appreciated if you can provide your feedback using this link.

FIRE Up Your Future: 2024 Mid-Year Market Insight