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Biz Buzz: Gift for Tatang’s 90th

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henry-sy1

What’s the best gift for someone who’s got it all? Nothing else but a UAAP men’s basketball championship title that ended a 60-year drought, timely delivered right on the 90th birthday of SM group founder “Tatang” Henry Sy Jr. on Wednesday.

Posted: October 17th, 2014 in Columnists,Featured Columns,Latest Business Stories | Read More »

Where can you get the best advice?

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The government posted a budget surplus in August as revenue collection grew by a much faster pace than expenditures.

Question: I want to consult a financial planner regarding my family’s finances. There seems to be a lot of them out there nowadays, both with certifications and without. How do I know whom to approach?—asked through the “ask a friend, ask Efren” service on www.personalfinance.ph

Posted: October 15th, 2014 in Columnists,Inquirer Columns,Personal Finance | Read More »

The better way to choose funds

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Question: There are a lot of investment choices nowadays. Apart from mutual funds, there are also unit investment trust funds, variable unit-linked insurance and now exchange-traded funds. Can you provide a guide on how to choose the best one?—posted on PFA’s “ask a friend, ask Efren” service at www.personalfinance.ph

Posted: March 19th, 2014 in Columnists,Inquirer Columns | Read More »

Trust accounts’ reserve fund

Most foreign portfolio investors divested their Philippine interests last month, letting go of holdings of listed shares, government IOUs and time deposits, and took their cash back to the United States.

In what may be considered a sign of the growing maturity of Filipinos in handling their excess income, the amount of money held by banks in their trust accounts has, of late, reportedly reached some P3 trillion.

Posted: February 22nd, 2013 in Columnists,Inquirer Columns,Personal Finance | Read More »

Investing in mutual funds 101

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Most foreign portfolio investors divested their Philippine interests last month, letting go of holdings of listed shares, government IOUs and time deposits, and took their cash back to the United States.

I have heard a lot about the benefits of investing in mutual funds. But I do not know where to begin. Can you give me advice on the process of choosing a mutual fund?—Sent through Ya!man mobile app’s “Ask an Expert”

Posted: January 31st, 2013 in Headlines,Personal Finance | Read More »

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