PAMI
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Securing your Health in Pandemic Times
I recently read a post from a highly respected Financial Expert that he decided to secure himself and his family with AXA’s Global Health Access health insurance since as of this writing, it appears that the new COVID variant, Delta, is more lethal and spreads faster. I have much respect for this Financial guru because Read more
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My Client’s money doubled in 8 yrs!
My client invested P300,000 last 2007 in a balanced fund. A balanced fund is a mix of equities/stocks and fixed income instruments. The following year, 2008, there was a recession in the market. Naturally, investments plummeted to an all-time low. I remember my client calling me back then. She was very nervous and was telling Read more
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How to Auto-Pilot your Investments (enroll your Mutual Fund account in BPI)
Note: This post applies to those who have invested in any of the mutual funds managed by Philam Asset Management, Inc. (PAMI). According to PAMI, One recent study* (Thaler & Benartzi, 2013) in the US points to automating investments as an effective way to solve Investor Inertia. As part of PAMI’s thrust in providing clients with ease of Read more
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