Retirement Insights

FEATURED RETIREMENT INSIGHTS

Principles for a successful retirement

This booklet presents eight essential retirement planning principles. Together with guidance from your advisor, it can give you the control and confidence to make more informed decisions and take positive steps toward a successful retirement.

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Building Better Portfolios

Successful retirement portfolios should reflect your unique needs, as well as an appropriate level of risk for where you are in your retirement journey.

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Are you letting volatility derail your retirement plan?

This paper, written by Wina Appleton, advocates why investors should focus on taking the appropriate level of risk for their life stage, based on balancing risk tolerance and time horizon.

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LATEST RETIREMENT THOUGHT LEADERSHIP

Retirement expectations - Mind the generational gap

This paper summarizes the findings from the 2020 JP Morgan Hong Kong Retirement Readiness Survey.

Two actions to tackle health care costs in retirement

This paper outlines the five things to know and two actions you can take to tackle health care costs in retirement.

Investing for Retirement

Planning and investing for retirement can sometimes seem overwhelming, but it doesn’t need to. A simple process, which we refer to as goals-based investing, can help you every step along the way.

Timing Retirement

Deciding when, and how, to retire is a complicated process. It requires careful evaluation of both emotional and financial considerations and the assistance of an experienced financial advisor.

Saving and Investing for a Successful Retirement

Five keys to a financially secure retirement: Define a goal; make a plan; set up and maintain an emergency reserve fund; save smart and early; invest wisely and for the long term.

Retirement Plans and Priorities

Facing the retirement challenge in Asia will require individuals to think about—and invest for—retirement with a long-term, goal-oriented perspective.

Building Better Retirement Portfolios

Successful retirement portfolios should reflect your unique needs, as well as an appropriate level of risk for where you are in your retirement journey.

Are you letting volatility derail your retirement plan?

This paper, written by Wina Appleton, advocates why investors should focus on taking the appropriate level of risk for their life stage, based on balancing risk tolerance and time horizon.

Principles for a Successful Retirement

Achieving your retirement goals takes disciplined saving, spending and investing — all of which can feel overwhelming, especially as the retirement landscape in Hong Kong continues to change. It’s times like these when an asset manager can help you focus on what matters most to your financial future.

Five guidelines for retirement investing in volatile times

RETIREMENT AND LONG-TERM INVESTING

5 FAQs on long-term investing: staying invested

Consider the available investment options as you embark on your investing journey.

Taking cues from elite athlete training when investing for the long term

Long-term investing could be likened to day-to-day trainings of athletes. Learn how to stay invested in changing markets.

5 FAQs on long-term investing: starting out

Start an investment journey early and map out the financial goals.

Summer getaways & giveaways: 3 pointers on the long-term opportunities

Consider the long-term investing principles from the summer getaways and giveaways.

The 3 principles of long-term investing over a financial life cycle

Are you striving to live a fruitful and prosperous life? Read about our three long-term investing principles.

Long-term investing: basic principles for big decisions

Long-term investment could be simple and straightforward as you practise the three "dos".

Retiring in Hong Kong: mind the expectation gap

For younger workers in Hong Kong, there appears to be a gap in expectations and reality on their funding needs for retirement.

Q&A: Don’t let your money retire before you

Make your money continue to work for you in retirement until you don’t need it any more.

Aim for an A+ in your retirement planning

Take action now, start saving and investing for your retirement.

3 retirement ‘life hacks’ you need to know

Novelty methods that can help you plan for retirement.

What is key in a tailor-made retirement plan?

You shouldn't miss out these 3 factors when planning for retirement.

Market Insights

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Investment Ideas

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(852) 2265 1188

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FEATURED RETIREMENT INSIGHTS

Principles for a successful retirement

Building Better Portfolios

Are you letting volatility derail your retirement plan?

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